Cypress Financial 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 | $428K | Hold |
1,936
| – | – | 0.14% | 50 |
|
|
2025
Q1 | $421K | Buy |
1,936
+4
| +0.2% | +$870 | 0.15% | 44 |
|
|
2024
Q4 | $354K | Sell |
1,932
-5
| -0.3% | -$917 | 0.13% | 52 |
|
|
2024
Q3 | $450K | Buy |
1,937
+1
| +0.1% | +$233 | 0.17% | 40 |
|
|
2024
Q2 | $376K | Buy |
1,936
+8
| +0.4% | +$1.56K | 0.16% | 44 |
|
|
2024
Q1 | $381K | Buy |
+1,928
| New | +$381K | 0.17% | 43 |
|
|
2023
Q4 | – | Sell |
-1,882
| Closed | -$309K | – | 43 |
|
|
2023
Q3 | $309K | Hold |
1,882
| – | – | 0.18% | 46 |
|
|
2023
Q2 | $367K | Hold |
1,882
| – | – | 0.21% | 39 |
|
|
2023
Q1 | $378K | Hold |
1,882
| – | – | 0.23% | 35 |
|
|
2022
Q4 | $404K | Sell |
1,882
-31
| -2% | -$6.66K | 0.27% | 37 |
|
|
2022
Q3 | $411K | Buy |
1,913
+2
| +0.1% | +$430 | 0.29% | 34 |
|
|
2022
Q2 | $488K | Buy |
+1,911
| New | +$488K | 0.33% | 29 |
|