CAG
Crestwood Advisors Group’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87M | Sell |
22,052
-546
| -2% | -$121K | 0.09% | 136 |
|
|
2025
Q1 | $4.92M | Buy |
22,598
+2,353
| +12% | +$512K | 0.09% | 128 |
|
|
2024
Q4 | $3.71M | Sell |
20,245
-549
| -3% | -$101K | 0.07% | 142 |
|
|
2024
Q3 | $4.84M | Sell |
20,794
-547
| -3% | -$127K | 0.09% | 127 |
|
|
2024
Q2 | $4.15M | Sell |
21,341
-345
| -2% | -$67.1K | 0.09% | 129 |
|
|
2024
Q1 | $4.28M | Sell |
21,686
-576
| -3% | -$114K | 0.09% | 128 |
|
|
2023
Q4 | $4.81M | Sell |
22,262
-16
| -0.1% | -$3.45K | 0.11% | 121 |
|
|
2023
Q3 | $3.66M | Buy |
22,278
+498
| +2% | +$81.9K | 0.1% | 125 |
|
|
2023
Q2 | $4.22M | Buy |
21,780
+1,396
| +7% | +$271K | 0.13% | 89 |
|
|
2023
Q1 | $4.17M | Sell |
20,384
-606
| -3% | -$124K | 0.14% | 91 |
|
|
2022
Q4 | $4.45M | Sell |
20,990
-662
| -3% | -$140K | 0.15% | 90 |
|
|
2022
Q3 | $4.65M | Sell |
21,652
-12
| -0.1% | -$2.58K | 0.16% | 88 |
|
|
2022
Q2 | $5.54M | Sell |
21,664
-317
| -1% | -$81K | 0.19% | 83 |
|
|
2022
Q1 | $5.52M | Sell |
21,981
-500
| -2% | -$126K | 0.15% | 92 |
|
|
2021
Q4 | $6.58M | Sell |
22,481
-297
| -1% | -$86.9K | 0.17% | 90 |
|
|
2021
Q3 | $6.05M | Sell |
22,778
-135
| -0.6% | -$35.8K | 0.17% | 91 |
|
|
2021
Q2 | $6.19M | Buy |
22,913
+11
| +0% | +$2.97K | 0.18% | 92 |
|
|
2021
Q1 | $5.48M | Buy |
22,902
+28
| +0.1% | +$6.69K | 0.17% | 94 |
|
|
2020
Q4 | $5.13M | Sell |
22,874
-579
| -2% | -$130K | 0.17% | 98 |
|
|
2020
Q3 | $5.67M | Sell |
23,453
-517
| -2% | -$125K | 0.21% | 87 |
|
|
2020
Q2 | $6.2M | Buy |
23,970
+662
| +3% | +$171K | 0.25% | 81 |
|
|
2020
Q1 | $5.08M | Sell |
23,308
-1,074
| -4% | -$234K | 0.25% | 85 |
|
|
2019
Q4 | $5.6M | Buy |
24,382
+222
| +0.9% | +$51K | 0.22% | 91 |
|
|
2019
Q3 | $5.34M | Buy |
24,160
+451
| +2% | +$99.7K | 0.24% | 90 |
|
|
2019
Q2 | $4.85M | Buy |
23,709
+19,684
| +489% | +$4.02M | 0.22% | 90 |
|
|
2019
Q1 | $793K | Buy |
4,025
+306
| +8% | +$60.3K | 0.06% | 91 |
|
|
2018
Q4 | $588K | Sell |
3,719
-13
| -0.3% | -$2.06K | 0.05% | 97 |
|
|
2018
Q3 | $542K | Hold |
3,732
| – | – | 0.04% | 98 |
|
|
2018
Q2 | $556K | Sell |
3,732
-18
| -0.5% | -$2.68K | 0.04% | 98 |
|
|
2018
Q1 | $545K | Buy |
3,750
+62
| +2% | +$9.01K | 0.04% | 99 |
|
|
2017
Q4 | $526K | Sell |
3,688
-1,700
| -32% | -$242K | 0.04% | 108 |
|
|
2017
Q3 | $736K | Sell |
5,388
-128
| -2% | -$17.5K | 0.06% | 84 |
|
|
2017
Q2 | $763K | Sell |
5,516
-388
| -7% | -$53.7K | 0.06% | 82 |
|
|
2017
Q1 | $755K | Buy |
5,904
+2,316
| +65% | +$296K | 0.07% | 80 |
|
|
2016
Q4 | $379K | Hold |
3,588
| – | – | 0.04% | 108 |
|
|
2016
Q3 | $407K | Buy |
3,588
+284
| +9% | +$32.2K | 0.05% | 83 |
|
|
2016
Q2 | $375K | Hold |
3,304
| – | – | 0.05% | 94 |
|
|
2016
Q1 | $338K | Hold |
3,304
| – | – | 0.04% | 108 |
|
|
2015
Q4 | $320K | Sell |
3,304
-79
| -2% | -$7.65K | 0.04% | 116 |
|
|
2015
Q3 | $298K | Sell |
3,383
-1,442
| -30% | -$127K | 0.04% | 114 |
|
|
2015
Q2 | $450K | Buy |
+4,825
| New | +$450K | 0.06% | 92 |
|