Concourse Financial Group Securities’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,526
Closed -$1.41M 334
2024
Q4
$1.41M Sell
7,526
-333
-4% -$62.2K 0.08% 247
2024
Q3
$1.83M Sell
7,859
-147
-2% -$34.2K 0.11% 189
2024
Q2
$1.57M Buy
8,006
+452
+6% +$88.6K 0.1% 208
2024
Q1
$1.49M Buy
7,554
+1,104
+17% +$218K 0.1% 214
2023
Q4
$1.4M Buy
6,450
+1,558
+32% +$339K 0.1% 207
2023
Q3
$804K Buy
4,892
+407
+9% +$66.9K 0.06% 309
2023
Q2
$876K Buy
4,485
+2,221
+98% +$434K 0.07% 300
2023
Q1
$463K Sell
2,264
-19
-0.8% -$3.88K 0.04% 446
2022
Q4
$487K Buy
+2,283
New +$487K 0.04% 418
2022
Q3
Sell
-2,002
Closed -$515K 2248
2022
Q2
$515K Sell
2,002
-1,197
-37% -$308K 0.04% 390
2022
Q1
$804K Sell
3,199
-858
-21% -$216K 0.06% 317
2021
Q4
$1.19M Buy
4,057
+274
+7% +$80.5K 0.07% 284
2021
Q3
$1.01M Buy
3,783
+104
+3% +$27.7K 0.06% 313
2021
Q2
$998K Buy
3,679
+36
+1% +$9.77K 0.06% 299
2021
Q1
$871K Sell
3,643
-167
-4% -$39.9K 0.06% 297
2020
Q4
$860K Buy
3,810
+576
+18% +$130K 0.06% 268
2020
Q3
$785K Buy
3,234
+565
+21% +$137K 0.07% 237
2020
Q2
$693K Buy
2,669
+554
+26% +$144K 0.07% 234
2020
Q1
$461K Buy
2,115
+12
+0.6% +$2.62K 0.05% 263
2019
Q4
$485K Buy
2,103
+775
+58% +$179K 0.05% 294
2019
Q3
$295K Sell
1,328
-1,038
-44% -$231K 0.07% 210
2019
Q2
$486K Sell
2,366
-196
-8% -$40.3K 0.05% 267
2019
Q1
$503K Buy
2,562
+540
+27% +$106K 0.05% 263
2018
Q4
$321K Buy
2,022
+228
+13% +$36.2K 0.04% 328
2018
Q3
$262K Buy
+1,794
New +$262K 0.07% 225