Cox Capital Management’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 |
-14,490
| Closed | -$2.66M | – | 59 |
|
|
2024
Q4 | $2.66M | Sell |
14,490
-280
| -2% | -$51.4K | 1.71% | 24 |
|
|
2024
Q3 | $3.43M | Sell |
14,770
-545
| -4% | -$127K | 2.05% | 22 |
|
|
2024
Q2 | $2.98M | Sell |
15,315
-39
| -0.3% | -$7.58K | 1.8% | 25 |
|
|
2024
Q1 | $3.03M | Buy |
15,354
+635
| +4% | +$125K | 1.87% | 19 |
|
|
2023
Q4 | $3.18M | Sell |
14,719
-1,257
| -8% | -$271K | 2.07% | 14 |
|
|
2023
Q3 | $2.63M | Buy |
15,976
+1,013
| +7% | +$167K | 1.85% | 22 |
|
|
2023
Q2 | $2.9M | Sell |
14,963
-198
| -1% | -$38.4K | 2.14% | 15 |
|
|
2023
Q1 | $3.1M | Buy |
15,161
+3,442
| +29% | +$703K | 2.24% | 12 |
|
|
2022
Q4 | $2.48M | Sell |
11,719
-87
| -0.7% | -$18.4K | 1.62% | 25 |
|
|
2022
Q3 | $2.54M | Buy |
11,806
+392
| +3% | +$84.2K | 1.84% | 26 |
|
|
2022
Q2 | $2.92M | Sell |
11,414
-307
| -3% | -$78.5K | 1.99% | 19 |
|
|
2022
Q1 | $2.94M | Buy |
11,721
+481
| +4% | +$121K | 1.85% | 22 |
|
|
2021
Q4 | $3.29M | Buy |
11,240
+384
| +4% | +$112K | 1.94% | 15 |
|
|
2021
Q3 | $2.88M | Buy |
10,856
+83
| +0.8% | +$22K | 1.94% | 16 |
|
|
2021
Q2 | $2.91M | Buy |
10,773
+464
| +5% | +$125K | 1.95% | 17 |
|
|
2021
Q1 | $2.46M | Sell |
10,309
-224
| -2% | -$53.5K | 1.71% | 20 |
|
|
2020
Q4 | $2.36M | Buy |
10,533
+6,318
| +150% | +$1.42M | 1.8% | 16 |
|
|
2020
Q3 | $1.02M | Buy |
4,215
+99
| +2% | +$23.9K | 0.9% | 50 |
|
|
2020
Q2 | $1.06M | Buy |
4,116
+120
| +3% | +$31K | 1.05% | 46 |
|
|
2020
Q1 | $918K | Hold |
3,996
| – | – | 0.8% | 48 |
|
|
2019
Q4 | $918K | Sell |
3,996
-11
| -0.3% | -$2.53K | 0.83% | 48 |
|
|
2019
Q3 | $886K | Sell |
4,007
-2,482
| -38% | -$549K | 0.86% | 48 |
|
|
2019
Q2 | $1.33M | Buy |
6,489
+73
| +1% | +$14.9K | 1.35% | 33 |
|
|
2019
Q1 | $1.26M | Buy |
+6,416
| New | +$1.26M | 1.37% | 36 |
|