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Ballast Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
920
-63
| -6% | -$13.9K | 0.06% | 112 |
|
|
2025
Q1 | $214K | Buy |
+983
| New | +$214K | 0.07% | 104 |
|
|
2024
Q4 | – | Sell |
-983
| Closed | -$229K | – | 163 |
|
|
2024
Q3 | $229K | Buy |
+983
| New | +$229K | 0.07% | 105 |
|
|
2024
Q2 | – | Sell |
-1,019
| Closed | -$201K | – | 164 |
|
|
2024
Q1 | $201K | Buy |
1,019
+1
| +0.1% | +$198 | 0.07% | 112 |
|
|
2023
Q4 | $220K | Buy |
+1,018
| New | +$220K | 0.08% | 104 |
|
|
2023
Q2 | – | Sell |
-1,033
| Closed | -$211K | – | 181 |
|
|
2023
Q1 | $211K | Buy |
1,033
+15
| +1% | +$3.07K | 0.08% | 107 |
|
|
2022
Q4 | $216K | Hold |
1,018
| – | – | 0.09% | 101 |
|
|
2022
Q3 | $219K | Hold |
1,018
| – | – | 0.1% | 99 |
|
|
2022
Q2 | $260K | Hold |
1,018
| – | – | 0.12% | 93 |
|
|
2022
Q1 | $256K | Hold |
1,018
| – | – | 0.1% | 101 |
|
|
2021
Q4 | $298K | Hold |
1,018
| – | – | 0.11% | 92 |
|
|
2021
Q3 | $270K | Sell |
1,018
-7
| -0.7% | -$1.86K | 0.11% | 91 |
|
|
2021
Q2 | $277K | Hold |
1,025
| – | – | 0.12% | 88 |
|
|
2021
Q1 | $245K | Hold |
1,025
| – | – | 0.11% | 88 |
|
|
2020
Q4 | $230K | Hold |
1,025
| – | – | 0.12% | 89 |
|
|
2020
Q3 | $248K | Hold |
1,025
| – | – | 0.15% | 78 |
|
|
2020
Q2 | $265K | Hold |
1,025
| – | – | 0.19% | 71 |
|
|
2020
Q1 | $223K | Hold |
1,025
| – | – | 0.21% | 71 |
|
|
2019
Q4 | $236K | Buy |
+1,025
| New | +$236K | 0.17% | 81 |
|