Concurrent Investment 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
$817K Buy
3,699
+273
+8% +$60.3K 0.02% 658
2025
Q1
$746K Sell
3,426
-2,002
-37% -$436K 0.02% 619
2024
Q4
$995K Sell
5,428
-2,347
-30% -$430K 0.03% 483
2024
Q3
$1.81M Sell
7,775
-48
-0.6% -$11.2K 0.05% 337
2024
Q2
$1.52M Buy
7,823
+4,478
+134% +$870K 0.05% 340
2024
Q1
$661K Sell
3,345
-147
-4% -$29K 0.03% 473
2023
Q4
$754K Buy
+3,492
New +$754K 0.04% 388