Strategic Investment 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 | $209K | Buy |
+947
| New | +$209K | 0.02% | 235 |
|
|
2023
Q2 | – | Sell |
-1,069
| Closed | -$218K | – | 188 |
|
|
2023
Q1 | $218K | Sell |
1,069
-35
| -3% | -$7.15K | 0.04% | 225 |
|
|
2022
Q4 | $234K | Buy |
+1,104
| New | +$234K | 0.05% | 212 |
|
|
2022
Q3 | – | Sell |
-1,487
| Closed | -$380K | – | 176 |
|
|
2022
Q2 | $380K | Sell |
1,487
-409
| -22% | -$105K | 0.08% | 167 |
|
|
2022
Q1 | $476K | Sell |
1,896
-104
| -5% | -$26.1K | 0.09% | 158 |
|
|
2021
Q4 | $585K | Buy |
2,000
+155
| +8% | +$45.3K | 0.11% | 150 |
|
|
2021
Q3 | $490K | Buy |
1,845
+197
| +12% | +$52.3K | 0.11% | 153 |
|
|
2021
Q2 | $445K | Buy |
1,648
+678
| +70% | +$183K | 0.1% | 160 |
|
|
2021
Q1 | $232K | Buy |
+970
| New | +$232K | 0.06% | 189 |
|
|
2020
Q4 | – | Sell |
-831
| Closed | -$201K | – | 189 |
|
|
2020
Q3 | $201K | Sell |
831
-193
| -19% | -$46.7K | 0.07% | 172 |
|
|
2020
Q2 | $265K | Sell |
1,024
-120
| -10% | -$31.1K | 0.1% | 143 |
|
|
2020
Q1 | $249K | Buy |
1,144
+55
| +5% | +$12K | 0.11% | 133 |
|
|
2019
Q4 | $250K | Sell |
1,089
-118
| -10% | -$27.1K | 0.1% | 148 |
|
|
2019
Q3 | $267K | Buy |
1,207
+84
| +7% | +$18.6K | 0.13% | 125 |
|
|
2019
Q2 | $228K | Buy |
+1,123
| New | +$228K | 0.12% | 128 |
|