Cornerstone Advisory’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
$711K Sell
3,217
-3
-0.1% -$663 0.08% 123
2025
Q1
$721K Buy
3,220
+96
+3% +$21.5K 0.08% 115
2024
Q4
$592K Buy
3,124
+113
+4% +$21.4K 0.07% 133
2024
Q3
$700K Buy
3,011
+23
+0.8% +$5.35K 0.09% 106
2024
Q2
$581K Sell
2,988
-928
-24% -$180K 0.08% 116
2024
Q1
$774K Sell
3,916
-33
-0.8% -$6.52K 0.11% 101
2023
Q4
$853K Buy
3,949
+276
+8% +$59.6K 0.13% 95
2023
Q3
$604K Sell
3,673
-124
-3% -$20.4K 0.11% 116
2023
Q2
$736K Sell
3,797
-1,700
-31% -$330K 0.13% 99
2023
Q1
$1.12M Buy
5,497
+409
+8% +$83.6K 0.2% 76
2022
Q4
$1.08M Buy
5,088
+333
+7% +$70.5K 0.21% 72
2022
Q3
$1.02M Sell
4,755
-350
-7% -$75.2K 0.23% 68
2022
Q2
$1.31M Sell
5,105
-1,368
-21% -$350K 0.3% 56
2022
Q1
$1.63M Sell
6,473
-48
-0.7% -$12.1K 0.25% 66
2021
Q4
$1.91M Sell
6,521
-1,948
-23% -$570K 0.27% 59
2021
Q3
$2.25M Hold
8,469
0.37% 46
2021
Q2
$2.29M Sell
8,469
-750
-8% -$203K 0.39% 48
2021
Q1
$2.2M Buy
9,219
+5,218
+130% +$1.25M 0.42% 47
2020
Q4
$898K Buy
4,001
+525
+15% +$118K 0.18% 103
2020
Q3
$840K Hold
3,476
0.2% 94
2020
Q2
$899K Hold
3,476
0.23% 80
2020
Q1
$757K Hold
3,476
0.23% 72
2019
Q4
$799K Hold
3,476
0.17% 85
2019
Q3
$769K Buy
3,476
+18
+0.5% +$3.98K 0.17% 82
2019
Q2
$707K Hold
3,458
0.15% 89
2019
Q1
$681K Hold
3,458
0.15% 89
2018
Q4
$547K Sell
3,458
-95
-3% -$15K 0.14% 90
2018
Q3
$516K Hold
3,553
0.15% 92
2018
Q2
$512K Hold
3,553
0.17% 87
2018
Q1
$516K Hold
3,553
0.19% 88
2017
Q4
$507K Hold
3,553
0.17% 95
2017
Q3
$486K Hold
3,553
0.16% 96
2017
Q2
$470K Sell
3,553
-34
-0.9% -$4.5K 0.16% 92
2017
Q1
$436K Buy
3,587
+34
+1% +$4.13K 0.22% 67
2016
Q4
$375K Hold
3,553
0.28% 57
2016
Q3
$403K Hold
3,553
0.33% 48
2016
Q2
$404K Hold
3,553
0.34% 50
2016
Q1
$364K Sell
3,553
-200
-5% -$20.5K 0.31% 55
2015
Q4
$364K Buy
+3,753
New +$364K 0.31% 52