Cottonwood Capital 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 | $206K | Hold |
931
| – | – | 0.14% | 126 |
|
|
2025
Q1 | $203K | Sell |
931
-182
| -16% | -$39.6K | 0.15% | 121 |
|
|
2024
Q4 | $204K | Buy |
1,113
+192
| +21% | +$35.2K | 0.15% | 125 |
|
|
2024
Q3 | $214K | Buy |
+921
| New | +$214K | 0.16% | 110 |
|
|
2024
Q1 | – | Sell |
-1,247
| Closed | -$269K | – | 120 |
|
|
2023
Q4 | $269K | Buy |
+1,247
| New | +$269K | 0.22% | 96 |
|