Creative Planning’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 | $20.4M | Buy |
92,199
+8,959
| +11% | +$1.98M | 0.02% | 335 |
|
|
2025
Q1 | $18.1M | Buy |
83,240
+14,374
| +21% | +$3.13M | 0.02% | 349 |
|
|
2024
Q4 | $12.6M | Sell |
68,866
-6,774
| -9% | -$1.24M | 0.01% | 389 |
|
|
2024
Q3 | $17.6M | Buy |
75,640
+4,999
| +7% | +$1.16M | 0.02% | 308 |
|
|
2024
Q2 | $13.7M | Buy |
70,641
+3,861
| +6% | +$751K | 0.01% | 334 |
|
|
2024
Q1 | $13.2M | Buy |
66,780
+4,938
| +8% | +$976K | 0.01% | 342 |
|
|
2023
Q4 | $13.4M | Buy |
61,842
+11,903
| +24% | +$2.57M | 0.02% | 325 |
|
|
2023
Q3 | $8.21M | Sell |
49,939
-3,854
| -7% | -$634K | 0.01% | 400 |
|
|
2023
Q2 | $10.4M | Buy |
53,793
+1,466
| +3% | +$284K | 0.01% | 341 |
|
|
2023
Q1 | $10.7M | Sell |
52,327
-1,967
| -4% | -$402K | 0.02% | 320 |
|
|
2022
Q4 | $11.5M | Buy |
54,294
+3,583
| +7% | +$759K | 0.02% | 317 |
|
|
2022
Q3 | $10.9M | Sell |
50,711
-2,696
| -5% | -$579K | 0.02% | 288 |
|
|
2022
Q2 | $13.7M | Buy |
53,407
+3,318
| +7% | +$848K | 0.02% | 263 |
|
|
2022
Q1 | $12.6M | Buy |
50,089
+5,618
| +13% | +$1.41M | 0.02% | 288 |
|
|
2021
Q4 | $13M | Sell |
44,471
-496
| -1% | -$145K | 0.02% | 240 |
|
|
2021
Q3 | $11.9M | Sell |
44,967
-4,061
| -8% | -$1.08M | 0.02% | 239 |
|
|
2021
Q2 | $13.2M | Buy |
49,028
+2,151
| +5% | +$581K | 0.02% | 220 |
|
|
2021
Q1 | $11.2M | Buy |
46,877
+1,080
| +2% | +$258K | 0.02% | 249 |
|
|
2020
Q4 | $10.3M | Sell |
45,797
-2,136
| -4% | -$479K | 0.02% | 246 |
|
|
2020
Q3 | $11.6M | Buy |
47,933
+344
| +0.7% | +$83.2K | 0.03% | 183 |
|
|
2020
Q2 | $12.3M | Buy |
47,589
+2,126
| +5% | +$550K | 0.04% | 168 |
|
|
2020
Q1 | $9.9M | Sell |
45,463
-4,345
| -9% | -$946K | 0.04% | 174 |
|
|
2019
Q4 | $11.4M | Sell |
49,808
-1,489
| -3% | -$342K | 0.03% | 170 |
|
|
2019
Q3 | $11.3M | Buy |
51,297
+5,321
| +12% | +$1.18M | 0.04% | 166 |
|
|
2019
Q2 | $9.4M | Buy |
45,976
+12,874
| +39% | +$2.63M | 0.03% | 190 |
|
|
2019
Q1 | $6.52M | Buy |
33,102
+843
| +3% | +$166K | 0.02% | 225 |
|
|
2018
Q4 | $5.1M | Buy |
32,259
+581
| +2% | +$91.9K | 0.02% | 243 |
|
|
2018
Q3 | $4.6M | Buy |
31,678
+888
| +3% | +$129K | 0.02% | 287 |
|
|
2018
Q2 | $4.44M | Buy |
30,790
+375
| +1% | +$54.1K | 0.02% | 276 |
|
|
2018
Q1 | $4.42M | Buy |
30,415
+698
| +2% | +$101K | 0.02% | 271 |
|
|
2017
Q4 | $4.24M | Buy |
29,717
+729
| +3% | +$104K | 0.02% | 274 |
|
|
2017
Q3 | $3.96M | Buy |
28,988
+2,195
| +8% | +$300K | 0.02% | 283 |
|
|
2017
Q2 | $3.55M | Buy |
26,793
+464
| +2% | +$61.4K | 0.02% | 286 |
|
|
2017
Q1 | $3.2M | Sell |
26,329
-775
| -3% | -$94.2K | 0.02% | 297 |
|
|
2016
Q4 | $2.86M | Buy |
27,104
+2,268
| +9% | +$240K | 0.02% | 312 |
|
|
2016
Q3 | $2.82M | Buy |
24,836
+3,427
| +16% | +$388K | 0.02% | 304 |
|
|
2016
Q2 | $2.43M | Sell |
21,409
-955
| -4% | -$108K | 0.02% | 295 |
|
|
2016
Q1 | $2.29M | Sell |
22,364
-47
| -0.2% | -$4.81K | 0.02% | 287 |
|
|
2015
Q4 | $2.17M | Buy |
22,411
+1,926
| +9% | +$187K | 0.02% | 288 |
|
|
2015
Q3 | $1.8M | Sell |
20,485
-110
| -0.5% | -$9.68K | 0.02% | 315 |
|
|
2015
Q2 | $1.92M | Sell |
20,595
-2,082
| -9% | -$194K | 0.02% | 298 |
|
|
2015
Q1 | $2.14M | Sell |
22,677
-732
| -3% | -$68.9K | 0.02% | 269 |
|
|
2014
Q4 | $2.31M | Buy |
23,409
+3,006
| +15% | +$297K | 0.02% | 243 |
|
|
2014
Q3 | $1.91M | Buy |
20,403
+6,691
| +49% | +$626K | 0.02% | 253 |
|
|
2014
Q2 | $1.23M | Buy |
13,712
+423
| +3% | +$38.1K | 0.02% | 332 |
|
|
2014
Q1 | $1.09M | Buy |
13,289
+86
| +0.7% | +$7.04K | 0.02% | 344 |
|
|
2013
Q4 | $1.05M | Buy |
13,203
+373
| +3% | +$29.8K | 0.02% | 288 |
|
|
2013
Q3 | $951K | Buy |
12,830
+1,845
| +17% | +$137K | 0.02% | 271 |
|
|
2013
Q2 | $804K | Buy |
+10,985
| New | +$804K | 0.02% | 284 |
|