Legacy Capital Group California’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 | $226K | Sell |
1,024
-5
| -0.5% | -$1.11K | 0.06% | 309 |
|
|
2025
Q1 | $224K | Buy |
+1,029
| New | +$224K | 0.08% | 286 |
|
|
2024
Q4 | – | Sell |
-1,035
| Closed | -$241K | – | 332 |
|
|
2024
Q3 | $241K | Sell |
1,035
-44
| -4% | -$10.2K | 0.08% | 276 |
|
|
2024
Q2 | $210K | Buy |
1,079
+11
| +1% | +$2.14K | 0.08% | 285 |
|
|
2024
Q1 | $211K | Buy |
1,068
+26
| +2% | +$5.14K | 0.08% | 287 |
|
|
2023
Q4 | $225K | Buy |
+1,042
| New | +$225K | 0.09% | 259 |
|
|
2023
Q3 | – | Sell |
-1,084
| Closed | -$210K | – | 269 |
|
|
2023
Q2 | $210K | Buy |
1,084
+35
| +3% | +$6.79K | 0.09% | 256 |
|
|
2023
Q1 | $214K | Buy |
+1,049
| New | +$214K | 0.1% | 226 |
|