James Investment Research’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
$898K Sell
4,065
-222
-5% -$49.1K 0.11% 154
2025
Q1
$933K Buy
4,287
+18
+0.4% +$3.92K 0.12% 150
2024
Q4
$783K Sell
4,269
-5,336
-56% -$979K 0.09% 175
2024
Q3
$2.23M Sell
9,605
-208
-2% -$48.4K 0.26% 99
2024
Q2
$1.91M Buy
9,813
+3
+0% +$583 0.23% 103
2024
Q1
$1.94M Sell
9,810
-300
-3% -$59.3K 0.23% 107
2023
Q4
$2.18M Sell
10,110
-481
-5% -$104K 0.27% 97
2023
Q3
$1.74M Sell
10,591
-274
-3% -$45.1K 0.23% 108
2023
Q2
$2.11M Buy
10,865
+242
+2% +$46.9K 0.27% 94
2023
Q1
$2.17M Sell
10,623
-1,815
-15% -$371K 0.29% 93
2022
Q4
$2.64M Sell
12,438
-355
-3% -$75.2K 0.37% 78
2022
Q3
$2.75M Buy
+12,793
New +$2.75M 0.39% 82
2020
Q4
Sell
-271
Closed -$66K 506
2020
Q3
$66K Sell
271
-271
-50% -$66K 0.01% 306
2020
Q2
$140K Buy
542
+11
+2% +$2.84K 0.01% 266
2020
Q1
$116K Sell
531
-354
-40% -$77.3K 0.01% 261
2019
Q4
$203K Hold
885
0.01% 284
2019
Q3
$196K Hold
885
0.01% 313
2019
Q2
$181K Buy
885
+240
+37% +$49.1K 0.01% 385
2019
Q1
$127K Buy
+645
New +$127K 0.01% 552