Cumberland Partners’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,928
| Closed | -$3.01M | – | 169 |
|
|
2024
Q3 | $3.01M | Buy |
+12,928
| New | +$3.01M | 0.21% | 77 |
|
|
2023
Q2 | – | Sell |
-6,181
| Closed | -$1.26M | – | 161 |
|
|
2023
Q1 | $1.26M | Sell |
6,181
-1,319
| -18% | -$270K | 0.12% | 102 |
|
|
2022
Q4 | $1.59M | Sell |
7,500
-1,100
| -13% | -$233K | 0.17% | 87 |
|
|
2022
Q3 | $1.85M | Sell |
8,600
-8,475
| -50% | -$1.82M | 0.2% | 78 |
|
|
2022
Q2 | $4.36M | Sell |
17,075
-1,960
| -10% | -$501K | 0.42% | 53 |
|
|
2022
Q1 | $4.78M | Sell |
19,035
-1,875
| -9% | -$471K | 0.36% | 64 |
|
|
2021
Q4 | $6.12M | Buy |
20,910
+2,750
| +15% | +$804K | 0.43% | 59 |
|
|
2021
Q3 | $4.82M | Buy |
18,160
+10,400
| +134% | +$2.76M | 0.39% | 68 |
|
|
2021
Q2 | $2.1M | Buy |
7,760
+1,110
| +17% | +$300K | 0.16% | 93 |
|
|
2021
Q1 | $1.59M | Buy |
6,650
+1,735
| +35% | +$415K | 0.13% | 104 |
|
|
2020
Q4 | $1.1M | Buy |
4,915
+1,200
| +32% | +$269K | 0.1% | 111 |
|
|
2020
Q3 | $898K | Sell |
3,715
-406
| -10% | -$98.1K | 0.09% | 103 |
|
|
2020
Q2 | $1.07M | Sell |
4,121
-950
| -19% | -$246K | 0.11% | 105 |
|
|
2020
Q1 | $1.1M | Buy |
5,071
+50
| +1% | +$10.9K | 0.13% | 93 |
|
|
2019
Q4 | $1.15M | Sell |
5,021
-350
| -7% | -$80.4K | 0.1% | 109 |
|
|
2019
Q3 | $1.5M | Sell |
5,371
-3,650
| -40% | -$1.02M | 0.14% | 92 |
|
|
2019
Q2 | $1.84M | Sell |
9,021
-2,484
| -22% | -$508K | 0.18% | 88 |
|
|
2019
Q1 | $2.27M | Sell |
11,505
-740
| -6% | -$146K | 0.23% | 78 |
|
|
2018
Q4 | $1.94M | Buy |
12,245
+8,250
| +207% | +$1.31M | 0.22% | 77 |
|
|
2018
Q3 | $580K | Buy |
3,995
+765
| +24% | +$111K | 0.06% | 131 |
|
|
2018
Q2 | $466K | Buy |
+3,230
| New | +$466K | 0.05% | 144 |
|