Aspiriant LLC’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-949
| Closed | -$221K | – | 289 |
|
|
2024
Q3 | $221K | Buy |
+949
| New | +$221K | 0.01% | 268 |
|
|
2022
Q1 | – | Sell |
-785
| Closed | -$230K | – | 277 |
|
|
2021
Q4 | $230K | Buy |
+785
| New | +$230K | 0.01% | 251 |
|
|
2021
Q3 | – | Sell |
-1,062
| Closed | -$287K | – | 233 |
|
|
2021
Q2 | $287K | Buy |
+1,062
| New | +$287K | 0.02% | 202 |
|
|
2020
Q1 | – | Sell |
-985
| Closed | -$225K | – | 187 |
|
|
2019
Q4 | $225K | Hold |
985
| – | – | 0.02% | 188 |
|
|
2019
Q3 | $217K | Sell |
985
-134
| -12% | -$29.5K | 0.02% | 206 |
|
|
2019
Q2 | $228K | Sell |
1,119
-74
| -6% | -$15.1K | 0.02% | 205 |
|
|
2019
Q1 | $235K | Sell |
1,193
-619
| -34% | -$122K | 0.02% | 206 |
|
|
2018
Q4 | $286K | Sell |
1,812
-47
| -3% | -$7.42K | 0.02% | 188 |
|
|
2018
Q3 | $271K | Hold |
1,859
| – | – | 0.02% | 206 |
|
|
2018
Q2 | $268K | Buy |
1,859
+275
| +17% | +$39.6K | 0.02% | 214 |
|
|
2018
Q1 | $230K | Buy |
+1,584
| New | +$230K | 0.02% | 222 |
|
|
2017
Q3 | – | Sell |
-2,163
| Closed | -$286K | – | 203 |
|
|
2017
Q2 | $286K | Buy |
+2,163
| New | +$286K | 0.02% | 176 |
|
|
2017
Q1 | – | Sell |
-3,076
| Closed | -$325K | – | 213 |
|
|
2016
Q4 | $325K | Hold |
3,076
| – | – | 0.03% | 157 |
|
|
2016
Q3 | $349K | Hold |
3,076
| – | – | 0.03% | 155 |
|
|
2016
Q2 | $287K | Hold |
3,076
| – | – | 0.03% | 157 |
|
|
2016
Q1 | $315K | Buy |
+3,076
| New | +$315K | 0.03% | 151 |
|