Stokes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,900
| Closed | -$4.33M | – | 70 |
|
|
2025
Q1 | $4.33M | Buy |
19,900
+14
| +0.1% | +$3.05K | 1.1% | 45 |
|
|
2024
Q4 | $3.65M | Buy |
19,886
+832
| +4% | +$153K | 0.94% | 47 |
|
|
2024
Q3 | $4.43M | Buy |
19,054
+173
| +0.9% | +$40.2K | 1.14% | 43 |
|
|
2024
Q2 | $3.67M | Sell |
18,881
-1,382
| -7% | -$269K | 1.02% | 45 |
|
|
2024
Q1 | $4M | Buy |
20,263
+1,656
| +9% | +$327K | 1.16% | 43 |
|
|
2023
Q4 | $4.02M | Buy |
18,607
+2,757
| +17% | +$595K | 1.27% | 40 |
|
|
2023
Q3 | $2.61M | Sell |
15,850
-1,828
| -10% | -$301K | 0.91% | 47 |
|
|
2023
Q2 | $3.43M | Buy |
17,678
+5,488
| +45% | +$1.06M | 1.15% | 43 |
|
|
2023
Q1 | $2.49M | Buy |
+12,190
| New | +$2.49M | 0.85% | 49 |
|
|
2022
Q1 | – | Sell |
-736
| Closed | -$215K | – | 91 |
|
|
2021
Q4 | $215K | Sell |
736
-269
| -27% | -$78.6K | 0.06% | 84 |
|
|
2021
Q3 | $267K | Hold |
1,005
| – | – | 0.09% | 79 |
|
|
2021
Q2 | $271K | Hold |
1,005
| – | – | 0.09% | 78 |
|
|
2021
Q1 | $240K | Sell |
1,005
-7,154
| -88% | -$1.71M | 0.1% | 66 |
|
|
2020
Q4 | $1.83M | Buy |
8,159
+890
| +12% | +$200K | 0.8% | 46 |
|
|
2020
Q3 | $1.76M | Buy |
7,269
+1,654
| +29% | +$400K | 0.84% | 45 |
|
|
2020
Q2 | $1.45M | Sell |
5,615
-110
| -2% | -$28.4K | 0.77% | 48 |
|
|
2020
Q1 | $1.25M | Buy |
5,725
+25
| +0.4% | +$5.45K | 0.75% | 51 |
|
|
2019
Q4 | $1.31M | Sell |
5,700
-295
| -5% | -$67.8K | 0.66% | 57 |
|
|
2019
Q3 | $1.33M | Buy |
5,995
+2,985
| +99% | +$660K | 0.72% | 57 |
|
|
2019
Q2 | $615K | Sell |
3,010
-45
| -1% | -$9.19K | 0.35% | 63 |
|
|
2019
Q1 | $602K | Buy |
3,055
+720
| +31% | +$142K | 0.36% | 65 |
|
|
2018
Q4 | $369K | Buy |
+2,335
| New | +$369K | 0.26% | 72 |
|