Horan Capital Advisors’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 |
-944
| Closed | -$220K | – | 113 |
|
|
2024
Q3 | $220K | Buy |
+944
| New | +$220K | 0.07% | 112 |
|
|
2024
Q1 | – | Sell |
-1,054
| Closed | -$228K | – | 115 |
|
|
2023
Q4 | $228K | Sell |
1,054
-599
| -36% | -$129K | 0.08% | 109 |
|
|
2023
Q3 | $272K | Buy |
+1,653
| New | +$272K | 0.11% | 92 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$48K | – | 94 |
|
|
2020
Q3 | $48K | Buy |
+200
| New | +$48K | 0.03% | 174 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$46K | – | 81 |
|
|
2019
Q4 | $46K | Hold |
200
| – | – | 0.03% | 148 |
|
|
2019
Q3 | $44K | Buy |
+200
| New | +$44K | 0.03% | 151 |
|
|
2019
Q2 | – | Hold |
0
| – | -$39K | – | 81 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 150 |
|
|
2017
Q4 | – | Hold |
0
| – | -$55K | – | 78 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 140 |
|