BHWM
Bar Harbor Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Sell |
23,482
-625
| -3% | -$138K | 0.33% | 73 |
|
|
2025
Q1 | $5.25M | Sell |
24,107
-252
| -1% | -$54.8K | 0.35% | 72 |
|
|
2024
Q4 | $4.47M | Buy |
24,359
+1,010
| +4% | +$185K | 0.29% | 86 |
|
|
2024
Q3 | $5.43M | Buy |
23,349
+196
| +0.8% | +$45.6K | 0.35% | 73 |
|
|
2024
Q2 | $4.5M | Sell |
23,153
-611
| -3% | -$119K | 0.3% | 87 |
|
|
2024
Q1 | $4.7M | Buy |
23,764
+956
| +4% | +$189K | 0.31% | 85 |
|
|
2023
Q4 | $4.92M | Buy |
22,808
+969
| +4% | +$209K | 0.37% | 75 |
|
|
2023
Q3 | $3.59M | Buy |
21,839
+1,203
| +6% | +$198K | 0.29% | 85 |
|
|
2023
Q2 | $4M | Buy |
20,636
+1,159
| +6% | +$225K | 0.31% | 81 |
|
|
2023
Q1 | $3.98M | Buy |
19,477
+5,282
| +37% | +$1.08M | 0.32% | 80 |
|
|
2022
Q4 | $3.01M | Buy |
14,195
+3,240
| +30% | +$686K | 0.24% | 92 |
|
|
2022
Q3 | $2.35M | Buy |
10,955
+1,851
| +20% | +$397K | 0.2% | 101 |
|
|
2022
Q2 | $2.33M | Sell |
9,104
-2,587
| -22% | -$661K | 0.19% | 108 |
|
|
2022
Q1 | $2.94M | Sell |
11,691
-5,092
| -30% | -$1.28M | 0.26% | 80 |
|
|
2021
Q4 | $4.91M | Sell |
16,783
-587
| -3% | -$172K | 0.42% | 57 |
|
|
2021
Q3 | $4.61M | Sell |
17,370
-80
| -0.5% | -$21.2K | 0.43% | 58 |
|
|
2021
Q2 | $4.71M | Sell |
17,450
-387
| -2% | -$105K | 0.44% | 58 |
|
|
2021
Q1 | $4.26M | Sell |
17,837
-3,572
| -17% | -$854K | 0.41% | 59 |
|
|
2020
Q4 | $4.81M | Sell |
21,409
-2,259
| -10% | -$507K | 0.48% | 54 |
|
|
2020
Q3 | $5.72M | Sell |
23,668
-1,735
| -7% | -$419K | 0.63% | 49 |
|
|
2020
Q2 | $6.57M | Buy |
25,403
+2,068
| +9% | +$535K | 0.76% | 45 |
|
|
2020
Q1 | $5.08M | Buy |
23,335
+3,141
| +16% | +$684K | 0.69% | 45 |
|
|
2019
Q4 | $4.64M | Buy |
20,194
+5,444
| +37% | +$1.25M | 0.51% | 57 |
|
|
2019
Q3 | $3.26M | Buy |
14,750
+2,381
| +19% | +$527K | 0.38% | 68 |
|
|
2019
Q2 | $2.53M | Buy |
12,369
+2,445
| +25% | +$500K | 0.29% | 80 |
|
|
2019
Q1 | $1.96M | Buy |
9,924
+2,344
| +31% | +$462K | 0.23% | 89 |
|
|
2018
Q4 | $1.2M | Buy |
7,580
+760
| +11% | +$120K | 0.16% | 114 |
|
|
2018
Q3 | $991K | Buy |
6,820
+1,184
| +21% | +$172K | 0.11% | 146 |
|
|
2018
Q2 | $813K | Buy |
5,636
+1,492
| +36% | +$215K | 0.1% | 157 |
|
|
2018
Q1 | $602K | Sell |
4,144
-40
| -1% | -$5.81K | 0.07% | 179 |
|
|
2017
Q4 | $597K | Buy |
4,184
+973
| +30% | +$139K | 0.07% | 179 |
|
|
2017
Q3 | $439K | Buy |
3,211
+1,030
| +47% | +$141K | 0.05% | 200 |
|
|
2017
Q2 | $289K | Buy |
+2,181
| New | +$289K | 0.03% | 252 |
|