Claro Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
1,328
-834
| -39% | -$184K | 0.05% | 299 |
|
|
2025
Q1 | $470K | Buy |
2,162
+644
| +42% | +$140K | 0.06% | 278 |
|
|
2024
Q4 | $278K | Sell |
1,518
-173
| -10% | -$31.7K | 0.04% | 376 |
|
|
2024
Q3 | $393K | Buy |
1,691
+36
| +2% | +$8.37K | 0.05% | 305 |
|
|
2024
Q2 | $322K | Buy |
1,655
+414
| +33% | +$80.5K | 0.05% | 305 |
|
|
2024
Q1 | $245K | Buy |
1,241
+176
| +17% | +$34.8K | 0.04% | 361 |
|
|
2023
Q4 | $230K | Buy |
+1,065
| New | +$230K | 0.05% | 347 |
|
|
2023
Q3 | – | Sell |
-1,095
| Closed | -$212K | – | 370 |
|
|
2023
Q2 | $212K | Sell |
1,095
-73
| -6% | -$14.2K | 0.05% | 334 |
|
|
2023
Q1 | $239K | Buy |
1,168
+119
| +11% | +$24.3K | 0.07% | 282 |
|
|
2022
Q4 | $222K | Buy |
1,049
+11
| +1% | +$2.33K | 0.07% | 260 |
|
|
2022
Q3 | $265K | Hold |
1,038
| – | – | 0.11% | 211 |
|
|
2022
Q2 | $265K | Buy |
1,038
+124
| +14% | +$31.7K | 0.11% | 211 |
|
|
2022
Q1 | $267K | Hold |
914
| – | – | 0.1% | 214 |
|
|
2021
Q4 | $267K | Buy |
914
+7
| +0.8% | +$2.05K | 0.1% | 214 |
|
|
2021
Q3 | $241K | Buy |
907
+18
| +2% | +$4.78K | 0.1% | 210 |
|
|
2021
Q2 | $240K | Buy |
889
+49
| +6% | +$13.2K | 0.11% | 198 |
|
|
2021
Q1 | $201K | Buy |
+840
| New | +$201K | 0.1% | 205 |
|
|
2020
Q3 | – | Sell |
-824
| Closed | -$213K | – | 195 |
|
|
2020
Q2 | $213K | Buy |
+824
| New | +$213K | 0.15% | 171 |
|
|
2019
Q1 | – | Sell |
-190
| Closed | -$28K | – | 183 |
|
|
2018
Q4 | $28K | Buy |
+190
| New | +$28K | 0.02% | 468 |
|