Coyle Financial Counsel’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 | $277K | Sell |
1,254
-984
| -44% | -$217K | 0.07% | 78 |
|
2025
Q1 | $487K | Buy |
2,238
+53
| +2% | +$11.5K | 0.15% | 54 |
|
2024
Q4 | $401K | Buy |
2,185
+37
| +2% | +$6.79K | 0.13% | 56 |
|
2024
Q3 | $417K | Sell |
2,148
-22
| -1% | -$4.28K | 0.15% | 53 |
|
2024
Q2 | $429K | Hold |
2,170
| – | – | 0.15% | 52 |
|
2024
Q1 | $429K | Buy |
2,170
+65
| +3% | +$12.8K | 0.15% | 52 |
|
2023
Q4 | $454K | Sell |
2,105
-36
| -2% | -$7.77K | 0.17% | 50 |
|
2023
Q3 | $352K | Buy |
2,141
+72
| +3% | +$11.8K | 0.15% | 51 |
|
2023
Q2 | $401K | Buy |
2,069
+16
| +0.8% | +$3.1K | 0.18% | 48 |
|
2023
Q1 | $420K | Buy |
2,053
+14
| +0.7% | +$2.86K | 0.19% | 48 |
|
2022
Q4 | $432K | Buy |
2,039
+15
| +0.7% | +$3.18K | 0.21% | 46 |
|
2022
Q3 | $435K | Buy |
2,024
+12
| +0.6% | +$2.58K | 0.29% | 42 |
|
2022
Q2 | $514K | Buy |
2,012
+11
| +0.5% | +$2.81K | 0.28% | 44 |
|
2022
Q1 | $503K | Buy |
2,001
+11
| +0.6% | +$2.77K | 0.27% | 47 |
|
2021
Q4 | $582K | Buy |
1,990
+10
| +0.5% | +$2.93K | 0.34% | 43 |
|
2021
Q3 | $526K | Buy |
+1,980
| New | +$526K | 0.31% | 44 |
|
2018
Q3 | – | Sell |
-44
| Closed | -$6K | – | 47 |
|
2018
Q2 | $6K | Buy |
+44
| New | +$6K | 0.01% | 150 |
|