Waterloo Capital’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 | $2.37M | Buy |
10,744
+1,119
| +12% | +$247K | 0.19% | 118 |
|
|
2025
Q1 | $2.09M | Buy |
9,625
+1,927
| +25% | +$419K | 0.19% | 119 |
|
|
2024
Q4 | $1.41M | Sell |
7,698
-6,362
| -45% | -$1.17M | 0.15% | 144 |
|
|
2024
Q3 | $3.27M | Buy |
14,060
+7,659
| +120% | +$1.78M | 0.36% | 71 |
|
|
2024
Q2 | $1.24M | Buy |
6,401
+520
| +9% | +$101K | 0.15% | 136 |
|
|
2024
Q1 | $1.16M | Buy |
5,881
+268
| +5% | +$53K | 0.15% | 133 |
|
|
2023
Q4 | $1.21M | Buy |
5,613
+431
| +8% | +$93K | 0.2% | 121 |
|
|
2023
Q3 | $852K | Buy |
5,182
+1,337
| +35% | +$220K | 0.25% | 70 |
|
|
2023
Q2 | $746K | Sell |
3,845
-19
| -0.5% | -$3.69K | 0.22% | 68 |
|
|
2023
Q1 | $789K | Buy |
+3,864
| New | +$789K | 0.24% | 66 |
|
|
2020
Q1 | $838K | Buy |
+3,847
| New | +$838K | 0.59% | 41 |
|