CVA Family Office’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 | $238K | Buy |
1,079
+27
| +3% | +$5.97K | 0.03% | 263 |
|
|
2025
Q1 | $229K | Buy |
1,052
+71
| +7% | +$15.5K | 0.04% | 263 |
|
|
2024
Q4 | $180K | Buy |
981
+31
| +3% | +$5.69K | 0.03% | 284 |
|
|
2024
Q3 | $221K | Sell |
950
-13
| -1% | -$3.02K | 0.04% | 244 |
|
|
2024
Q2 | $187K | Sell |
963
-34
| -3% | -$6.61K | 0.03% | 250 |
|
|
2024
Q1 | $197K | Buy |
997
+2
| +0.2% | +$395 | 0.04% | 252 |
|
|
2023
Q4 | $215K | Buy |
+995
| New | +$215K | 0.04% | 225 |
|
|
2023
Q3 | – | Sell |
-291
| Closed | -$56.4K | – | 262 |
|
|
2023
Q2 | $56.4K | Sell |
291
-230
| -44% | -$44.6K | 0.01% | 425 |
|
|
2023
Q1 | $106K | Sell |
521
-269
| -34% | -$55K | 0.02% | 298 |
|
|
2022
Q4 | $167K | Buy |
790
+273
| +53% | +$57.8K | 0.04% | 223 |
|
|
2022
Q3 | $111K | Sell |
517
-350
| -40% | -$75.1K | 0.03% | 226 |
|
|
2022
Q2 | $222K | Buy |
867
+480
| +124% | +$123K | 0.06% | 158 |
|
|
2022
Q1 | $97K | Sell |
387
-115
| -23% | -$28.8K | 0.02% | 264 |
|
|
2021
Q4 | $147K | Buy |
+502
| New | +$147K | 0.04% | 190 |
|
|
2021
Q3 | – | Sell |
-562
| Closed | -$152K | – | 387 |
|
|
2021
Q2 | $152K | Buy |
562
+472
| +524% | +$128K | 0.04% | 181 |
|
|
2021
Q1 | $22K | Buy |
+90
| New | +$22K | 0.01% | 386 |
|