Badgley Phelps Wealth Managers’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 | $14.5M | Buy |
65,269
+238
| +0.4% | +$53K | 0.32% | 84 |
|
2025
Q1 | $14.2M | Sell |
65,031
-351
| -0.5% | -$76.4K | 0.34% | 81 |
|
2024
Q4 | $12.1M | Sell |
65,382
-4,401
| -6% | -$813K | 0.28% | 95 |
|
2024
Q3 | $16.2M | Sell |
69,783
-1,793
| -3% | -$417K | 0.38% | 78 |
|
2024
Q2 | $14M | Sell |
71,576
-1,163
| -2% | -$228K | 0.35% | 85 |
|
2024
Q1 | $14.4M | Sell |
72,739
-1,574
| -2% | -$311K | 0.36% | 86 |
|
2023
Q4 | $16.2M | Buy |
74,313
+6,977
| +10% | +$1.52M | 0.44% | 71 |
|
2023
Q3 | $11.1M | Sell |
67,336
-2,310
| -3% | -$380K | 0.38% | 84 |
|
2023
Q2 | $13.5M | Buy |
69,646
+7,740
| +13% | +$1.5M | 0.45% | 73 |
|
2023
Q1 | $12.6M | Buy |
61,906
+1,251
| +2% | +$256K | 0.47% | 73 |
|
2022
Q4 | $12.9M | Buy |
60,655
+220
| +0.4% | +$46.6K | 0.51% | 68 |
|
2022
Q3 | $13M | Buy |
60,435
+871
| +1% | +$187K | 0.56% | 60 |
|
2022
Q2 | $15.2M | Buy |
59,564
+114
| +0.2% | +$29.1K | 0.63% | 56 |
|
2022
Q1 | $14.9M | Sell |
59,450
-492
| -0.8% | -$124K | 0.52% | 66 |
|
2021
Q4 | $17.5M | Buy |
59,942
+1,612
| +3% | +$472K | 0.57% | 63 |
|
2021
Q3 | $15.5M | Buy |
+58,330
| New | +$15.5M | 0.56% | 59 |
|