Beaumont Financial Advisors’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 | $906K | Buy |
4,099
+893
| +28% | +$197K | 0.07% | 160 |
|
|
2025
Q1 | $698K | Buy |
3,206
+67
| +2% | +$14.6K | 0.05% | 186 |
|
|
2024
Q4 | $576K | Sell |
3,139
-570
| -15% | -$105K | 0.04% | 209 |
|
|
2024
Q3 | $863K | Sell |
3,709
-7,239
| -66% | -$1.68M | 0.07% | 158 |
|
|
2024
Q2 | $2.13M | Sell |
10,948
-2,160
| -16% | -$420K | 0.17% | 86 |
|
|
2024
Q1 | $2.59M | Sell |
13,108
-1,577
| -11% | -$312K | 0.21% | 67 |
|
|
2023
Q4 | $3.17M | Sell |
14,685
-3,484
| -19% | -$752K | 0.29% | 59 |
|
|
2023
Q3 | $2.99M | Sell |
18,169
-1,054
| -5% | -$173K | 0.3% | 56 |
|
|
2023
Q2 | $3.73M | Sell |
19,223
-377
| -2% | -$73.1K | 0.34% | 54 |
|
|
2023
Q1 | $4.01M | Sell |
19,600
-3,076
| -14% | -$629K | 0.41% | 39 |
|
|
2022
Q4 | $4.8M | Sell |
22,676
-38,626
| -63% | -$8.18M | 0.48% | 36 |
|
|
2022
Q3 | $13.2M | Sell |
61,302
-274
| -0.4% | -$58.8K | 1.26% | 20 |
|
|
2022
Q2 | $15.7M | Sell |
61,576
-1,513
| -2% | -$387K | 1.41% | 18 |
|
|
2022
Q1 | $15.8M | Buy |
63,089
+706
| +1% | +$177K | 1.21% | 22 |
|
|
2021
Q4 | $18.2M | Sell |
62,383
-854
| -1% | -$250K | 1.32% | 21 |
|
|
2021
Q3 | $16.8M | Sell |
63,237
-1,493
| -2% | -$396K | 1.3% | 22 |
|
|
2021
Q2 | $17.5M | Buy |
64,730
+428
| +0.7% | +$116K | 1.33% | 21 |
|
|
2021
Q1 | $15.4M | Buy |
64,302
+4,185
| +7% | +$1M | 1.3% | 22 |
|
|
2020
Q4 | $13.5M | Buy |
60,117
+39,654
| +194% | +$8.9M | 1.2% | 21 |
|
|
2020
Q3 | $4.95M | Buy |
20,463
+1,503
| +8% | +$363K | 0.47% | 64 |
|
|
2020
Q2 | $4.9M | Buy |
18,960
+4,516
| +31% | +$1.17M | 0.51% | 62 |
|
|
2020
Q1 | $3.15M | Buy |
14,444
+9,739
| +207% | +$2.12M | 0.4% | 54 |
|
|
2019
Q4 | $1.08M | Sell |
4,705
-1,263
| -21% | -$290K | 0.11% | 126 |
|
|
2019
Q3 | $1.32M | Sell |
5,968
-26
| -0.4% | -$5.75K | 0.13% | 109 |
|
|
2019
Q2 | $1.23M | Buy |
5,994
+509
| +9% | +$104K | 0.13% | 106 |
|
|
2019
Q1 | $1.08M | Buy |
5,485
+386
| +8% | +$76.1K | 0.12% | 104 |
|
|
2018
Q4 | $807K | Sell |
5,099
-20
| -0.4% | -$3.17K | 0.13% | 96 |
|
|
2018
Q3 | $744K | Buy |
5,119
+565
| +12% | +$82.1K | 0.07% | 116 |
|
|
2018
Q2 | $657K | Hold |
4,554
| – | – | 0.07% | 114 |
|
|
2018
Q1 | $662K | Buy |
4,554
+1,485
| +48% | +$216K | 0.07% | 116 |
|
|
2017
Q4 | $438K | Buy |
3,069
+5
| +0.2% | +$714 | 0.05% | 127 |
|
|
2017
Q3 | $419K | Buy |
3,064
+223
| +8% | +$30.5K | 0.05% | 126 |
|
|
2017
Q2 | $376K | Sell |
2,841
-1,317
| -32% | -$174K | 0.05% | 133 |
|
|
2017
Q1 | $505K | Sell |
4,158
-1,145
| -22% | -$139K | 0.07% | 117 |
|
|
2016
Q4 | $560K | Buy |
5,303
+200
| +4% | +$21.1K | 0.08% | 95 |
|
|
2016
Q3 | $578K | Sell |
5,103
-1,972
| -28% | -$223K | 0.09% | 99 |
|
|
2016
Q2 | $804K | Sell |
7,075
-24,459
| -78% | -$2.78M | 0.13% | 89 |
|
|
2016
Q1 | $2.97M | Sell |
31,534
-20,683
| -40% | -$1.95M | 0.48% | 64 |
|
|
2015
Q4 | $5.06M | Buy |
52,217
+2,052
| +4% | +$199K | 0.84% | 45 |
|
|
2015
Q3 | $4.68M | Hold |
50,165
| – | – | 0.68% | 55 |
|
|
2015
Q2 | $4.68M | Buy |
+50,165
| New | +$4.68M | 0.68% | 55 |
|