Ballentine Partners’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
$2.22M Buy
10,043
+262
+3% +$57.9K 0.03% 178
2025
Q1
$2.13M Buy
9,781
+190
+2% +$41.3K 0.04% 176
2024
Q4
$1.76M Sell
9,591
-435
-4% -$79.8K 0.03% 195
2024
Q3
$2.33M Buy
10,026
+747
+8% +$174K 0.04% 153
2024
Q2
$1.8M Buy
9,279
+729
+9% +$142K 0.03% 172
2024
Q1
$1.69M Buy
8,550
+122
+1% +$24.1K 0.03% 174
2023
Q4
$1.82M Buy
8,428
+3,778
+81% +$816K 0.04% 153
2023
Q3
$765K Buy
4,650
+142
+3% +$23.4K 0.02% 236
2023
Q2
$874K Sell
4,508
-41
-0.9% -$7.95K 0.02% 215
2023
Q1
$930K Sell
4,549
-55
-1% -$11.2K 0.02% 207
2022
Q4
$975K Sell
4,604
-461
-9% -$97.7K 0.03% 170
2022
Q3
$1.09M Buy
5,065
+715
+16% +$153K 0.04% 149
2022
Q2
$1.11M Buy
4,350
+429
+11% +$110K 0.04% 143
2022
Q1
$985K Buy
3,921
+231
+6% +$58K 0.03% 174
2021
Q4
$1.08M Buy
3,690
+977
+36% +$286K 0.03% 169
2021
Q3
$721K Sell
2,713
-16
-0.6% -$4.25K 0.02% 189
2021
Q2
$738K Sell
2,729
-116
-4% -$31.4K 0.03% 182
2021
Q1
$681K Buy
2,845
+302
+12% +$72.3K 0.03% 187
2020
Q4
$571K Sell
2,543
-803
-24% -$180K 0.02% 201
2020
Q3
$809K Buy
3,346
+188
+6% +$45.5K 0.04% 157
2020
Q2
$816K Sell
3,158
-202
-6% -$52.2K 0.04% 156
2020
Q1
$732K Buy
3,360
+286
+9% +$62.3K 0.04% 149
2019
Q4
$707K Buy
3,074
+45
+1% +$10.4K 0.03% 189
2019
Q3
$669K Sell
3,029
-10
-0.3% -$2.21K 0.03% 186
2019
Q2
$621K Buy
3,039
+671
+28% +$137K 0.03% 194
2019
Q1
$466K Buy
2,368
+40
+2% +$7.87K 0.02% 195
2018
Q4
$368K Sell
2,328
-20
-0.9% -$3.16K 0.02% 215
2018
Q3
$341K Buy
2,348
+19
+0.8% +$2.76K 0.02% 245
2018
Q2
$335K Sell
2,329
-38
-2% -$5.47K 0.02% 240
2018
Q1
$344K Buy
2,367
+14
+0.6% +$2.04K 0.02% 240
2017
Q4
$336K Buy
2,353
+82
+4% +$11.7K 0.02% 247
2017
Q3
$311K Sell
2,271
-28
-1% -$3.83K 0.02% 258
2017
Q2
$310K Buy
2,299
+294
+15% +$39.6K 0.02% 266
2017
Q1
$243K Buy
+2,005
New +$243K 0.02% 207
2016
Q4
Sell
-2,170
Closed -$246K 204
2016
Q3
$246K Buy
2,170
+147
+7% +$16.7K 0.02% 161
2016
Q2
$231K Sell
2,023
-82
-4% -$9.36K 0.02% 181
2016
Q1
$215K Buy
+2,105
New +$215K 0.02% 192