Ballast Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
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|
2025
Q1 | $214K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $229K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $201K | Buy |
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|
2023
Q4 | $220K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $211K | Buy |
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|
2022
Q4 | $216K | Hold |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $256K | Hold |
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|
2021
Q4 | $298K | Hold |
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|
2021
Q3 | $270K | Sell |
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|
2021
Q2 | $277K | Hold |
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|
2021
Q1 | $245K | Hold |
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|
2020
Q4 | $230K | Hold |
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|
2020
Q3 | $248K | Hold |
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|
2020
Q2 | $265K | Hold |
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|
2020
Q1 | $223K | Hold |
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|
2019
Q4 | $236K | Buy |
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