Clearstead Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.07M | Sell |
23,600
-412
| -2% | -$74.1K | 0.04% | 257 |
|
|
2025
Q4 | $4.22M | Buy |
24,012
+3,835
| +19% | +$698K | 0.05% | 224 |
|
|
2025
Q3 | $3.88M | Sell |
20,177
-15,223
| -43% | -$3.17M | 0.06% | 223 |
|
|
2025
Q2 | $7.82M | Buy |
35,400
+1,884
| +6% | +$407K | 0.11% | 150 |
|
|
2025
Q1 | $7.29M | Buy |
33,516
+6,217
| +23% | +$1.22M | 0.11% | 144 |
|
|
2024
Q4 | $5.01M | Buy |
27,299
+2,579
| +10% | +$534K | 0.08% | 185 |
|
|
2024
Q3 | $5.75M | Buy |
24,720
+1,663
| +7% | +$369K | 0.09% | 173 |
|
|
2024
Q2 | $4.48M | Buy |
23,057
+11,689
| +103% | +$2.18M | 0.08% | 186 |
|
|
2024
Q1 | $2.1M | Buy |
11,368
+2,414
| +27% | +$481K | 0.1% | 151 |
|
|
2023
Q4 | $1.93M | Sell |
8,954
-11,434
| -56% | -$2.16M | 0.1% | 155 |
|
|
2023
Q3 | $3.35M | Buy |
20,388
+10,236
| +101% | +$1.87M | 0.1% | 154 |
|
|
2023
Q2 | $1.97M | Buy |
10,152
+498
| +5% | +$97.4K | 0.12% | 147 |
|
|
2023
Q1 | $1.97M | Buy |
9,654
+38
| +0.4% | +$7.97K | 0.14% | 124 |
|
|
2022
Q4 | $2.04M | Sell |
9,616
-376
| -4% | -$78.3K | 0.16% | 120 |
|
|
2022
Q3 | $2.15M | Sell |
9,992
-735
| -7% | -$189K | 0.2% | 99 |
|
|
2022
Q2 | $2.74M | Buy |
10,727
+48
| +0.4% | +$12K | 0.21% | 91 |
|
|
2022
Q1 | $2.68M | Buy |
10,679
+459
| +4% | +$112K | 0.18% | 103 |
|
|
2021
Q4 | $2.99M | Buy |
10,220
+394
| +4% | +$108K | 0.2% | 94 |
|
|
2021
Q3 | $2.61M | Buy |
9,826
+371
| +4% | +$106K | 0.2% | 97 |
|
|
2021
Q2 | $2.55M | Buy |
9,455
+74
| +0.8% | +$18.9K | 0.2% | 95 |
|
|
2021
Q1 | $2.24M | Buy |
9,381
+373
| +4% | +$83.1K | 0.19% | 100 |
|
|
2020
Q4 | $2.02M | Buy |
9,008
+4,685
| +108% | +$1.09M | 0.18% | 98 |
|
|
2020
Q3 | $1.04M | Sell |
4,323
-239
| -5% | -$60.6K | 0.11% | 134 |
|
|
2020
Q2 | $1.18M | Buy |
4,562
+208
| +5% | +$51.5K | 0.14% | 117 |
|
|
2020
Q1 | $948K | Buy |
4,354
+67
| +2% | +$15.6K | 0.14% | 116 |
|
|
2019
Q4 | $985K | Sell |
4,287
-17
| -0.4% | -$3.7K | 0.12% | 128 |
|
|
2019
Q3 | $952K | Buy |
4,304
+698
| +19% | +$152K | 0.13% | 120 |
|
|
2019
Q2 | $737K | Buy |
3,606
+7
| +0.2% | +$1.41K | 0.1% | 137 |
|
|
2019
Q1 | $709K | Buy |
3,599
+8
| +0.2% | +$1.4K | 0.1% | 135 |
|
|
2018
Q4 | $568K | Buy |
3,591
+7
| +0.2% | +$1.09K | 0.09% | 149 |
|
|
2018
Q3 | $521K | Buy |
3,584
+8
| +0.2% | +$1.17K | 0.07% | 147 |
|
|
2018
Q2 | $516K | Buy |
3,576
+8
| +0.2% | +$1.11K | 0.07% | 141 |
|
|
2018
Q1 | $519K | Buy |
3,568
+507
| +17% | +$71.4K | 0.08% | 135 |
|
|
2017
Q4 | $437K | Buy |
3,061
+123
| +4% | +$17.6K | 0.06% | 150 |
|
|
2017
Q3 | $402K | Sell |
2,938
-92
| -3% | -$12.8K | 0.05% | 172 |
|
|
2017
Q2 | $401K | Buy |
3,030
+7
| +0.2% | +$897 | 0.06% | 163 |
|
|
2017
Q1 | $367K | Buy |
3,023
+722
| +31% | +$79.4K | 0.05% | 161 |
|
|
2016
Q4 | $243K | Buy |
+2,301
| New | +$250K | 0.04% | 186 |
|
Other funds holding AMT
VCM
VPM
