Barbara Oil Co’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	$1.64M	Hold	7,420	–	–	0.64%	52
2025 Q1	$1.61M	Hold	7,420	–	–	0.66%	47
2024 Q4	$1.36M	Hold	7,420	–	–	0.56%	54
2024 Q3	$1.73M	Buy	7,420 +1,420	+24%	+$330K	0.71%	45
2024 Q2	$1.17M	Hold	6,000	–	–	0.51%	58
2024 Q1	$1.19M	Hold	6,000	–	–	0.5%	59
2023 Q4	$1.3M	Hold	6,000	–	–	0.58%	50
2023 Q3	$987K	Hold	6,000	–	–	0.47%	62
2023 Q2	$1.16M	Hold	6,000	–	–	0.53%	57
2023 Q1	$1.23M	Hold	6,000	–	–	0.59%	54
2022 Q4	$1.27M	Hold	6,000	–	–	0.61%	48
2022 Q3	$1.29M	Hold	6,000	–	–	0.71%	43
2022 Q2	$1.53M	Hold	6,000	–	–	0.8%	39
2022 Q1	$1.51M	Hold	6,000	–	–	0.69%	45
2021 Q4	$1.76M	Hold	6,000	–	–	0.76%	38
2021 Q3	$1.59M	Hold	6,000	–	–	0.75%	41
2021 Q2	$1.62M	Hold	6,000	–	–	0.75%	41
2021 Q1	$1.43M	Hold	6,000	–	–	0.69%	42
2020 Q4	$1.35M	Hold	6,000	–	–	0.68%	47
2020 Q3	$1.45M	Hold	6,000	–	–	0.79%	37
2020 Q2	$1.55M	Hold	6,000	–	–	0.9%	35
2020 Q1	$1.31M	Hold	6,000	–	–	0.87%	36
2019 Q4	$1.38M	Hold	6,000	–	–	0.73%	41
2019 Q3	$1.33M	Hold	6,000	–	–	0.75%	39
2019 Q2	$1.23M	Hold	6,000	–	–	0.7%	42
2019 Q1	$1.18M	Hold	6,000	–	–	0.7%	40
2018 Q4	$949K	Hold	6,000	–	–	0.64%	46
2018 Q3	$872K	Hold	6,000	–	–	0.51%	62
2018 Q2	$865K	Hold	6,000	–	–	0.56%	55
2018 Q1	$872K	Hold	6,000	–	–	0.57%	56
2017 Q4	$856K	Hold	6,000	–	–	0.55%	58
2017 Q3	$820K	Hold	6,000	–	–	0.57%	54
2017 Q2	$794K	Hold	6,000	–	–	0.57%	57
2017 Q1	$729K	Hold	6,000	–	–	0.54%	58
2016 Q4	$634K	Hold	6,000	–	–	0.49%	65
2016 Q3	$680K	Hold	6,000	–	–	0.54%	60
2016 Q2	$682K	Buy	6,000 +1,000	+20%	+$114K	0.55%	62
2016 Q1	$512K	Buy	+5,000	New	+$512K	0.43%	70