J.W. Cole Advisors’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 | $3.06M | Buy |
13,854
+6,764
| +95% | +$1.49M | 0.07% | 283 |
|
|
2025
Q1 | $1.54M | Buy |
7,090
+5,125
| +261% | +$1.12M | 0.05% | 390 |
|
|
2024
Q4 | $360K | Sell |
1,965
-48
| -2% | -$8.8K | 0.01% | 718 |
|
|
2024
Q3 | $468K | Sell |
2,013
-33
| -2% | -$7.68K | 0.02% | 618 |
|
|
2024
Q2 | $398K | Sell |
2,046
-595
| -23% | -$116K | 0.02% | 596 |
|
|
2024
Q1 | $522K | Sell |
2,641
-20
| -0.8% | -$3.95K | 0.03% | 524 |
|
|
2023
Q4 | $575K | Buy |
2,661
+159
| +6% | +$34.3K | 0.03% | 445 |
|
|
2023
Q3 | $411K | Sell |
2,502
-66
| -3% | -$10.9K | 0.03% | 465 |
|
|
2023
Q2 | $498K | Sell |
2,568
-11
| -0.4% | -$2.13K | 0.04% | 430 |
|
|
2023
Q1 | $527K | Sell |
2,579
-21
| -0.8% | -$4.29K | 0.04% | 434 |
|
|
2022
Q4 | $551K | Buy |
2,600
+69
| +3% | +$14.6K | 0.04% | 396 |
|
|
2022
Q3 | $543K | Buy |
2,531
+119
| +5% | +$25.5K | 0.05% | 376 |
|
|
2022
Q2 | $616K | Sell |
2,412
-197
| -8% | -$50.3K | 0.05% | 356 |
|
|
2022
Q1 | $656K | Sell |
2,609
-493
| -16% | -$124K | 0.04% | 381 |
|
|
2021
Q4 | $907K | Buy |
3,102
+426
| +16% | +$125K | 0.06% | 318 |
|
|
2021
Q3 | $710K | Sell |
2,676
-191
| -7% | -$50.7K | 0.05% | 203 |
|
|
2021
Q2 | $775K | Buy |
2,867
+961
| +50% | +$260K | 0.06% | 322 |
|
|
2021
Q1 | $456K | Buy |
1,906
+151
| +9% | +$36.1K | 0.04% | 406 |
|
|
2020
Q4 | $394K | Sell |
1,755
-4,889
| -74% | -$1.1M | 0.04% | 398 |
|
|
2020
Q3 | $1.61M | Buy |
+6,644
| New | +$1.61M | 0.12% | 178 |
|
|
2020
Q1 | – | Sell |
-1,871
| Closed | -$430K | – | 118 |
|
|
2019
Q4 | $430K | Buy |
+1,871
| New | +$430K | 0.05% | 331 |
|