Bartlett & Co Wealth Management’s American Tower AMT Stock Holding History

Bartlett & Co Wealth Management’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$59.1M	Sell	265,627 -11,000	-4%	-$2.45M	0.83%	35
2025 Q1	$60.2M	Sell	276,627 -5,214	-2%	-$1.13M	0.89%	36
2024 Q4	$52.2M	Sell	281,841 -28,630	-9%	-$5.3M	0.76%	41
2024 Q3	$72.2M	Buy	310,471 +13,574	+5%	+$3.16M	1.04%	32
2024 Q2	$58.2M	Sell	296,897 -14,262	-5%	-$2.8M	0.88%	38
2024 Q1	$61.5M	Buy	311,159 +12,590	+4%	+$2.49M	0.95%	33
2023 Q4	$65.3M	Sell	298,569 -5,827	-2%	-$1.28M	1.06%	28
2023 Q3	$50.1M	Sell	304,396 -4,001	-1%	-$658K	0.9%	34
2023 Q2	$60.3M	Sell	308,397 -13,264	-4%	-$2.59M	1.04%	28
2023 Q1	$65.7M	Buy	321,661 +1,401	+0.4%	+$286K	1.27%	22
2022 Q4	$68.4M	Sell	320,260 -17,833	-5%	-$3.81M	1.38%	21
2022 Q3	$72.6M	Buy	338,093 +1,125	+0.3%	+$242K	1.56%	14
2022 Q2	$86.6M	Buy	336,968 +393	+0.1%	+$101K	1.75%	11
2022 Q1	$84.5M	Buy	336,575 +12,699	+4%	+$3.19M	1.48%	16
2021 Q4	$95.1M	Buy	323,876 +1,435	+0.4%	+$421K	1.61%	13
2021 Q3	$86M	Sell	322,441 -622	-0.2%	-$166K	1.64%	13
2021 Q2	$87.7M	Buy	323,063 +2,070	+0.6%	+$562K	1.67%	12
2021 Q1	$76.7M	Buy	320,993 +48,028	+18%	+$11.5M	1.54%	15
2020 Q4	$61.6M	Buy	272,965 +41,333	+18%	+$9.33M	1.31%	21
2020 Q3	$56.2M	Buy	231,632 +70,778	+44%	+$17.2M	1.32%	21
2020 Q2	$41.8M	Buy	160,854 +4,082	+3%	+$1.06M	1.09%	29
2020 Q1	$34.1M	Buy	156,772 +4,138	+3%	+$901K	1.04%	31
2019 Q4	$35.2M	Buy	152,634 +2,935	+2%	+$677K	0.86%	35
2019 Q3	$33.2M	Buy	149,699 +2,824	+2%	+$627K	0.87%	37
2019 Q2	$30.2M	Buy	146,875 +100	+0.1%	+$20.5K	1.12%	34
2019 Q1	$28.9M	Buy	146,775 +6,305	+4%	+$1.24M	1.11%	32
2018 Q4	$22.3M	Buy	140,470 +5,228	+4%	+$831K	0.95%	42
2018 Q3	$19.8M	Buy	135,242 +1,720	+1%	+$251K	0.74%	47
2018 Q2	$19.4M	Buy	133,522 +4,775	+4%	+$692K	0.79%	48
2018 Q1	$18.7M	Buy	+128,747	New	+$18.7M	0.77%	50