BIM
Barton Investment Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3M | Sell |
82,633
-2,830
| -3% | -$625K | 1.89% | 11 |
|
|
2025
Q1 | $18.6M | Sell |
85,463
-1,588
| -2% | -$346K | 2.28% | 11 |
|
|
2024
Q4 | $16M | Sell |
87,051
-1,258
| -1% | -$231K | 1.69% | 12 |
|
|
2024
Q3 | $20.5M | Sell |
88,309
-1,423
| -2% | -$331K | 2.57% | 10 |
|
|
2024
Q2 | $17.4M | Sell |
89,732
-14,495
| -14% | -$2.82M | 2.32% | 10 |
|
|
2024
Q1 | $20.6M | Sell |
104,227
-1,334
| -1% | -$264K | 2.5% | 10 |
|
|
2023
Q4 | $22.8M | Sell |
105,561
-2,025
| -2% | -$437K | 2.99% | 10 |
|
|
2023
Q3 | $17.7M | Sell |
107,586
-2,860
| -3% | -$470K | 2.86% | 11 |
|
|
2023
Q2 | $21.4M | Sell |
110,446
-1,597
| -1% | -$310K | 3.22% | 9 |
|
|
2023
Q1 | $22.9M | Sell |
112,043
-1,588
| -1% | -$324K | 4.03% | 8 |
|
|
2022
Q4 | $24.1M | Sell |
113,631
-4,630
| -4% | -$981K | 4.73% | 8 |
|
|
2022
Q3 | $25.4M | Sell |
118,261
-1,690
| -1% | -$363K | 5.16% | 6 |
|
|
2022
Q2 | $30.7M | Sell |
119,951
-215
| -0.2% | -$55K | 6.2% | 5 |
|
|
2022
Q1 | $30.2M | Sell |
120,166
-5,160
| -4% | -$1.3M | 3.82% | 8 |
|
|
2021
Q4 | $36.7M | Sell |
125,326
-14,045
| -10% | -$4.11M | 3.18% | 8 |
|
|
2021
Q3 | $37M | Sell |
139,371
-961
| -0.7% | -$255K | 3.1% | 9 |
|
|
2021
Q2 | $37.9M | Buy |
140,332
+106
| +0.1% | +$28.6K | 3.11% | 9 |
|
|
2021
Q1 | $33.5M | Sell |
140,226
-10,790
| -7% | -$2.58M | 3.12% | 10 |
|
|
2020
Q4 | $33.9M | Sell |
151,016
-1,430
| -0.9% | -$321K | 2.91% | 9 |
|
|
2020
Q3 | $36.9M | Sell |
152,446
-2,889
| -2% | -$698K | 3.54% | 7 |
|
|
2020
Q2 | $40.2M | Sell |
155,335
-870
| -0.6% | -$225K | 4.08% | 7 |
|
|
2020
Q1 | $34M | Sell |
156,205
-3,155
| -2% | -$687K | 5.27% | 4 |
|
|
2019
Q4 | $36.6M | Buy |
159,360
+33
| +0% | +$7.58K | 5.69% | 5 |
|
|
2019
Q3 | $35.2M | Sell |
159,327
-536
| -0.3% | -$119K | 5.91% | 5 |
|
|
2019
Q2 | $32.7M | Buy |
159,863
+55
| +0% | +$11.2K | 4.89% | 6 |
|
|
2019
Q1 | $31.5M | Sell |
159,808
-3,750
| -2% | -$739K | 5.26% | 6 |
|
|
2018
Q4 | $25.9M | Sell |
163,558
-3,892
| -2% | -$616K | 5.17% | 6 |
|
|
2018
Q3 | $24.3M | Sell |
167,450
-694
| -0.4% | -$101K | 3.77% | 8 |
|
|
2018
Q2 | $24.2M | Sell |
168,144
-3,900
| -2% | -$562K | 3.92% | 8 |
|
|
2018
Q1 | $25M | Sell |
172,044
-3,735
| -2% | -$543K | 4.61% | 8 |
|
|
2017
Q4 | $25.1M | Sell |
175,779
-1,581
| -0.9% | -$226K | 5.51% | 8 |
|
|
2017
Q3 | $24.2M | Hold |
177,360
| – | – | 5.75% | 7 |
|
|
2017
Q2 | $23.5M | Sell |
177,360
-90
| -0.1% | -$11.9K | 6.19% | 6 |
|
|
2017
Q1 | $21.6M | Sell |
177,450
-627
| -0.4% | -$76.2K | 6.27% | 5 |
|
|
2016
Q4 | $18.8M | Buy |
178,077
+357
| +0.2% | +$37.7K | 6.26% | 6 |
|
|
2016
Q3 | $20.1M | Sell |
177,720
-90
| -0.1% | -$10.2K | 6.78% | 6 |
|
|
2016
Q2 | $20.2M | Sell |
177,810
-63,262
| -26% | -$7.19M | 7.35% | 5 |
|
|
2016
Q1 | $24.7M | Buy |
241,072
+50,100
| +26% | +$5.13M | 6.77% | 5 |
|
|
2015
Q4 | $18.5M | Buy |
190,972
+1,240
| +0.7% | +$120K | 6.07% | 5 |
|
|
2015
Q3 | $16.7M | Sell |
189,732
-22,767
| -11% | -$2M | 6.06% | 5 |
|
|
2015
Q2 | $19.8M | Sell |
212,499
-38,495
| -15% | -$3.59M | 7.02% | 5 |
|
|
2015
Q1 | $23.6M | Sell |
250,994
-10,430
| -4% | -$982K | 8.71% | 4 |
|
|
2014
Q4 | $25.8M | Sell |
261,424
-6,125
| -2% | -$605K | 9.9% | 4 |
|
|
2014
Q3 | $25.1M | Sell |
267,549
-2,020
| -0.7% | -$189K | 9.58% | 4 |
|
|
2014
Q2 | $24.3M | Sell |
269,569
-4,665
| -2% | -$420K | 9.48% | 4 |
|
|
2014
Q1 | $22.5M | Sell |
274,234
-11,508
| -4% | -$942K | 9.18% | 4 |
|
|
2013
Q4 | $22.8M | Sell |
285,742
-1,615
| -0.6% | -$129K | 9.13% | 4 |
|
|
2013
Q3 | $21.3M | Buy |
287,357
+4,345
| +2% | +$322K | 9.63% | 4 |
|
|
2013
Q2 | $20.7M | Buy |
+283,012
| New | +$20.7M | 10.71% | 3 |
|