American Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-993
| Closed | -$214K | – | 87 |
|
|
2023
Q4 | $214K | Buy |
+993
| New | +$214K | 0.11% | 84 |
|
|
2023
Q2 | – | Sell |
-990
| Closed | -$202K | – | 81 |
|
|
2023
Q1 | $202K | Sell |
990
-60
| -6% | -$12.3K | 0.12% | 79 |
|
|
2022
Q4 | $222K | Hold |
1,050
| – | – | 0.14% | 72 |
|
|
2022
Q3 | $225K | Sell |
1,050
-10
| -0.9% | -$2.14K | 0.14% | 70 |
|
|
2022
Q2 | $271K | Sell |
1,060
-115
| -10% | -$29.4K | 0.17% | 66 |
|
|
2022
Q1 | $295K | Sell |
1,175
-120
| -9% | -$30.1K | 0.15% | 73 |
|
|
2021
Q4 | $379K | Sell |
1,295
-55
| -4% | -$16.1K | 0.19% | 63 |
|
|
2021
Q3 | $358K | Sell |
1,350
-38
| -3% | -$10.1K | 0.2% | 62 |
|
|
2021
Q2 | $375K | Sell |
1,388
-40
| -3% | -$10.8K | 0.2% | 60 |
|
|
2021
Q1 | $341K | Sell |
1,428
-4,610
| -76% | -$1.1M | 0.2% | 61 |
|
|
2020
Q4 | $1.36M | Sell |
6,038
-210
| -3% | -$47.1K | 0.84% | 33 |
|
|
2020
Q3 | $1.51M | Hold |
6,248
| – | – | 1.09% | 31 |
|
|
2020
Q2 | $1.62M | Hold |
6,248
| – | – | 1.31% | 29 |
|
|
2020
Q1 | $1.36M | Sell |
6,248
-690
| -10% | -$150K | 1.37% | 27 |
|
|
2019
Q4 | $1.59M | Sell |
6,938
-392
| -5% | -$90.1K | 1.16% | 33 |
|
|
2019
Q3 | $1.62M | Sell |
7,330
-195
| -3% | -$43.1K | 1.24% | 35 |
|
|
2019
Q2 | $1.54M | Sell |
7,525
-570
| -7% | -$117K | 1.19% | 35 |
|
|
2019
Q1 | $1.6M | Sell |
8,095
-2,935
| -27% | -$578K | 1.23% | 37 |
|
|
2018
Q4 | $1.75M | Sell |
11,030
-13,135
| -54% | -$2.08M | 1.54% | 33 |
|
|
2018
Q3 | $3.51M | Sell |
24,165
-126
| -0.5% | -$18.3K | 2.73% | 11 |
|
|
2018
Q2 | $3.5M | Sell |
24,291
-253
| -1% | -$36.5K | 2.87% | 10 |
|
|
2018
Q1 | $3.57M | Sell |
24,544
-120
| -0.5% | -$17.4K | 2.85% | 10 |
|
|
2017
Q4 | $3.52M | Sell |
24,664
-865
| -3% | -$123K | 2.76% | 13 |
|
|
2017
Q3 | $3.49M | Sell |
25,529
-620
| -2% | -$84.7K | 3.11% | 12 |
|
|
2017
Q2 | $3.46M | Sell |
26,149
-115
| -0.4% | -$15.2K | 3.03% | 10 |
|
|
2017
Q1 | $3.19M | Buy |
26,264
+855
| +3% | +$104K | 2.89% | 10 |
|
|
2016
Q4 | $2.69M | Buy |
25,409
+1,590
| +7% | +$168K | 2.61% | 14 |
|
|
2016
Q3 | $2.7M | Sell |
23,819
-738
| -3% | -$83.6K | 2.72% | 12 |
|
|
2016
Q2 | $2.79M | Sell |
24,557
-1,505
| -6% | -$171K | 2.87% | 8 |
|
|
2016
Q1 | $2.67M | Buy |
26,062
+6,055
| +30% | +$620K | 2.75% | 14 |
|
|
2015
Q4 | $1.94M | Sell |
20,007
-639
| -3% | -$62K | 2.19% | 19 |
|
|
2015
Q3 | $1.82M | Sell |
20,646
-461
| -2% | -$40.5K | 2.11% | 22 |
|
|
2015
Q2 | $1.97M | Sell |
21,107
-155
| -0.7% | -$14.5K | 1.96% | 23 |
|
|
2015
Q1 | $2M | Buy |
21,262
+2,445
| +13% | +$230K | 1.99% | 23 |
|
|
2014
Q4 | $1.86M | Buy |
+18,817
| New | +$1.86M | 1.97% | 25 |
|