Lake Street Advisors Group’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
$1.89M Sell
10,196
-119
-1% -$22K 0.09% 143
2024
Q3
$2.4M Buy
10,315
+148
+1% +$34.4K 0.11% 103
2024
Q2
$1.99M Sell
10,167
-29
-0.3% -$5.68K 0.1% 133
2024
Q1
$2.01M Buy
10,196
+64
+0.6% +$12.6K 0.09% 142
2023
Q4
$2.2M Sell
10,132
-142
-1% -$30.9K 0.11% 128
2023
Q3
$1.69M Buy
10,274
+129
+1% +$21.2K 0.1% 129
2023
Q2
$1.97M Buy
+10,145
New +$1.97M 0.11% 125
2021
Q3
Sell
-3,367
Closed -$943K 237
2021
Q2
$943K Buy
3,367
+75
+2% +$21K 0.07% 116
2021
Q1
$787K Sell
3,292
-33
-1% -$7.89K 0.06% 117
2020
Q4
$746K Sell
3,325
-206
-6% -$46.2K 0.06% 120
2020
Q3
$853K Sell
3,531
-87
-2% -$21K 0.08% 104
2020
Q2
$935K Buy
3,618
+28
+0.8% +$7.24K 0.09% 87
2020
Q1
$782K Buy
3,590
+684
+24% +$149K 0.1% 82
2019
Q4
$668K Buy
2,906
+118
+4% +$27.1K 0.07% 96
2019
Q3
$577K Sell
2,788
-27
-1% -$5.59K 0.06% 89
2019
Q2
$575K Buy
2,815
+99
+4% +$20.2K 0.06% 94
2019
Q1
$535K Buy
2,716
+115
+4% +$22.7K 0.06% 102
2018
Q4
$411K Sell
2,601
-455
-15% -$71.9K 0.05% 110
2018
Q3
$444K Sell
3,056
-855
-22% -$124K 0.05% 103
2018
Q2
$564K Sell
3,911
-828
-17% -$119K 0.06% 139
2018
Q1
$689K Sell
4,739
-493
-9% -$71.7K 0.08% 97
2017
Q4
$746K Buy
+5,232
New +$746K 0.08% 99