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 |
|