Clearstead Trust’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 | $3.2M | Buy |
14,487
+1,349
| +10% | +$298K | 0.61% | 29 |
|
|
2025
Q1 | $2.86M | Sell |
13,138
-44
| -0.3% | -$9.57K | 0.64% | 28 |
|
|
2024
Q4 | $2.42M | Sell |
13,182
-339
| -3% | -$62.2K | 0.52% | 32 |
|
|
2024
Q3 | $3.14M | Buy |
13,521
+209
| +2% | +$48.6K | 0.75% | 25 |
|
|
2024
Q2 | $2.59M | Buy |
13,312
+9,591
| +258% | +$1.86M | 0.64% | 29 |
|
|
2024
Q1 | $735K | Buy |
3,721
+75
| +2% | +$14.8K | 0.19% | 70 |
|
|
2023
Q4 | $787K | Sell |
3,646
-34
| -0.9% | -$7.34K | 0.22% | 67 |
|
|
2023
Q3 | $605K | Sell |
3,680
-8,908
| -71% | -$1.46M | 0.2% | 71 |
|
|
2023
Q2 | $2.56M | Sell |
12,588
-1,915
| -13% | -$390K | 0.82% | 22 |
|
|
2023
Q1 | $2.96M | Sell |
14,503
-6,860
| -32% | -$1.4M | 0.95% | 21 |
|
|
2022
Q4 | $4.53M | Sell |
21,363
-1,711
| -7% | -$362K | 1.51% | 16 |
|
|
2022
Q3 | $4.95M | Sell |
23,074
-126
| -0.5% | -$27.1K | 1.72% | 14 |
|
|
2022
Q2 | $5.93M | Buy |
23,200
+251
| +1% | +$64.1K | 4.51% | 4 |
|
|
2022
Q1 | $5.77M | Buy |
22,949
+889
| +4% | +$223K | 3.74% | 5 |
|
|
2021
Q4 | $6.45M | Buy |
22,060
+2,909
| +15% | +$851K | 3.81% | 5 |
|
|
2021
Q3 | $5.08M | Buy |
19,151
+486
| +3% | +$129K | 3.22% | 7 |
|
|
2021
Q2 | $5.27M | Sell |
18,665
-737
| -4% | -$208K | 3.44% | 6 |
|
|
2021
Q1 | $4.64M | Sell |
19,402
-5,815
| -23% | -$1.39M | 3.43% | 6 |
|
|
2020
Q4 | $5.53M | Buy |
25,217
+8,106
| +47% | +$1.78M | 3.29% | 6 |
|
|
2020
Q3 | $4.14M | Sell |
17,111
-318
| -2% | -$76.9K | 3.29% | 6 |
|
|
2020
Q2 | $4.51M | Sell |
17,429
-2,487
| -12% | -$643K | 3.8% | 5 |
|
|
2020
Q1 | $4.34M | Sell |
19,916
-523
| -3% | -$114K | 3.92% | 3 |
|
|
2019
Q4 | $4.7M | Sell |
20,439
-479
| -2% | -$110K | 3.44% | 4 |
|
|
2019
Q3 | $4.63M | Buy |
20,918
+23
| +0.1% | +$5.09K | 3.61% | 3 |
|
|
2019
Q2 | $4.27M | Buy |
20,895
+417
| +2% | +$85.3K | 3.41% | 4 |
|
|
2019
Q1 | $4.04M | Buy |
20,478
+14,383
| +236% | +$2.83M | 3.37% | 4 |
|
|
2018
Q4 | $964K | Hold |
6,095
| – | – | 0.9% | 32 |
|
|
2018
Q3 | $886K | Sell |
6,095
-155
| -2% | -$22.5K | 0.68% | 39 |
|
|
2018
Q2 | $901K | Buy |
6,250
+2,132
| +52% | +$307K | 0.8% | 31 |
|
|
2018
Q1 | $599K | Sell |
4,118
-8,333
| -67% | -$1.21M | 0.51% | 52 |
|
|
2017
Q4 | $17.7M | Buy |
12,451
+239
| +2% | +$340K | 12.1% | 1 |
|
|
2017
Q3 | $1.67M | Buy |
12,212
+7,867
| +181% | +$1.08M | 1.24% | 27 |
|
|
2017
Q2 | $575K | Buy |
4,345
+21
| +0.5% | +$2.78K | 0.45% | 56 |
|
|
2017
Q1 | $526K | Buy |
4,324
+585
| +16% | +$71.2K | 0.44% | 57 |
|
|
2016
Q4 | $397K | Buy |
+3,739
| New | +$397K | 0.36% | 67 |
|