Fulcrum Capital’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,385
| Closed | -$437K | – | 107 |
|
|
2024
Q4 | $437K | Hold |
2,385
| – | – | 0.09% | 71 |
|
|
2024
Q3 | $555K | Sell |
2,385
-825
| -26% | -$192K | 0.12% | 62 |
|
|
2024
Q2 | $624K | Sell |
3,210
-300
| -9% | -$58.3K | 0.14% | 54 |
|
|
2024
Q1 | $694K | Hold |
3,510
| – | – | 0.16% | 51 |
|
|
2023
Q4 | $758K | Hold |
3,510
| – | – | 0.2% | 51 |
|
|
2023
Q3 | $577K | Hold |
3,510
| – | – | 0.17% | 54 |
|
|
2023
Q2 | $681K | Hold |
3,510
| – | – | 0.18% | 56 |
|
|
2023
Q1 | $717K | Buy |
3,510
+1,660
| +90% | +$339K | 0.19% | 59 |
|
|
2022
Q4 | $392K | Buy |
+1,850
| New | +$392K | 0.11% | 74 |
|