Clear Creek Financial Management’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
$650K Sell
2,939
-167
-5% -$36.9K 0.06% 308
2025
Q1
$676K Sell
3,106
-210
-6% -$45.7K 0.07% 261
2024
Q4
$608K Buy
3,316
+491
+17% +$90.1K 0.07% 263
2024
Q3
$657K Sell
2,825
-225
-7% -$52.3K 0.07% 220
2024
Q2
$592K Sell
3,050
-432
-12% -$83.9K 0.07% 229
2024
Q1
$688K Buy
3,482
+1,980
+132% +$391K 0.09% 199
2023
Q4
$323K Buy
1,502
+14
+0.9% +$3.01K 0.05% 254
2023
Q3
$245K Sell
1,488
-6
-0.4% -$989 0.04% 261
2023
Q2
$290K Sell
1,494
-84
-5% -$16.3K 0.05% 249
2023
Q1
$323K Sell
1,578
-114
-7% -$23.3K 0.06% 219
2022
Q4
$358K Sell
1,692
-41
-2% -$8.69K 0.08% 187
2022
Q3
$372K Buy
1,733
+165
+11% +$35.4K 0.08% 168
2022
Q2
$401K Sell
1,568
-73
-4% -$18.7K 0.08% 177
2022
Q1
$412K Buy
1,641
+85
+5% +$21.3K 0.06% 210
2021
Q4
$455K Buy
1,556
+35
+2% +$10.2K 0.07% 193
2021
Q3
$404K Sell
1,521
-2
-0.1% -$531 0.06% 206
2021
Q2
$411K Buy
+1,523
New +$411K 0.06% 196
2021
Q1
Sell
-1,603
Closed -$359K 57
2020
Q4
$359K Buy
+1,603
New +$359K 0.07% 217
2020
Q3
Sell
-1,757
Closed -$456K 87
2020
Q2
$456K Buy
1,757
+100
+6% +$26K 0.12% 127
2020
Q1
$409K Buy
+1,657
New +$409K 0.16% 92