Beaumont Financial Advisors’s American Tower AMT Stock Holding History

Beaumont Financial Advisors’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$460K	Sell	2,663 -182	-6%	-$32.7K	0.03%	246
2025 Q4	$500K	Sell	2,845 -1,233	-30%	-$224K	0.03%	230
2025 Q3	$784K	Sell	4,078 -21	-0.5%	-$4.38K	0.05%	185
2025 Q2	$906K	Buy	4,099 +893	+28%	+$193K	0.07%	160
2025 Q1	$698K	Buy	3,206 +67	+2%	+$13.1K	0.05%	186
2024 Q4	$576K	Sell	3,139 -570	-15%	-$118K	0.04%	209
2024 Q3	$863K	Sell	3,709 -7,239	-66%	-$1.61M	0.07%	158
2024 Q2	$2.13M	Sell	10,948 -2,160	-16%	-$404K	0.17%	86
2024 Q1	$2.59M	Sell	13,108 -1,577	-11%	-$314K	0.21%	67
2023 Q4	$3.17M	Sell	14,685 -3,484	-19%	-$658K	0.29%	59
2023 Q3	$2.99M	Sell	18,169 -1,054	-5%	-$193K	0.3%	56
2023 Q2	$3.73M	Sell	19,223 -377	-2%	-$73.7K	0.34%	54
2023 Q1	$4.01M	Sell	19,600 -3,076	-14%	-$645K	0.41%	39
2022 Q4	$4.8M	Sell	22,676 -38,626	-63%	-$8.04M	0.48%	36
2022 Q3	$13.2M	Sell	61,302 -274	-0.4%	-$70.4K	1.26%	20
2022 Q2	$15.7M	Sell	61,576 -1,513	-2%	-$380K	1.41%	18
2022 Q1	$15.8M	Buy	63,089 +706	+1%	+$172K	1.21%	22
2021 Q4	$18.2M	Sell	62,383 -854	-1%	-$233K	1.32%	21
2021 Q3	$16.8M	Sell	63,237 -1,493	-2%	-$426K	1.3%	22
2021 Q2	$17.5M	Buy	64,730 +428	+0.7%	+$109K	1.33%	21
2021 Q1	$15.4M	Buy	64,302 +4,185	+7%	+$932K	1.3%	22
2020 Q4	$13.5M	Buy	60,117 +39,654	+194%	+$9.22M	1.2%	21
2020 Q3	$4.95M	Buy	20,463 +1,503	+8%	+$381K	0.47%	64
2020 Q2	$4.9M	Buy	18,960 +4,516	+31%	+$1.12M	0.51%	62
2020 Q1	$3.15M	Buy	14,444 +9,739	+207%	+$2.27M	0.4%	54
2019 Q4	$1.08M	Sell	4,705 -1,263	-21%	-$275K	0.11%	126
2019 Q3	$1.32M	Sell	5,968 -26	-0.4%	-$5.67K	0.13%	109
2019 Q2	$1.23M	Buy	5,994 +509	+9%	+$102K	0.13%	106
2019 Q1	$1.08M	Buy	5,485 +386	+8%	+$67.7K	0.12%	104
2018 Q4	$807K	Sell	5,099 -20	-0.4%	-$3.13K	0.13%	96
2018 Q3	$744K	Buy	5,119 +565	+12%	+$82.9K	0.07%	116
2018 Q2	$657K	Hold	4,554	–	–	0.07%	114
2018 Q1	$662K	Buy	4,554 +1,485	+48%	+$209K	0.07%	116
2017 Q4	$438K	Buy	3,069 +5	+0.2%	+$714	0.05%	127
2017 Q3	$419K	Buy	3,064 +223	+8%	+$31K	0.05%	126
2017 Q2	$376K	Sell	2,841 -1,317	-32%	-$169K	0.05%	133
2017 Q1	$505K	Sell	4,158 -1,145	-22%	-$126K	0.07%	117
2016 Q4	$560K	Buy	5,303 +200	+4%	+$21.7K	0.08%	95
2016 Q3	$578K	Sell	5,103 -1,972	-28%	-$225K	0.09%	99
2016 Q2	$804K	Sell	7,075 -24,459	-78%	-$2.6M	0.13%	89
2016 Q1	$2.97M	Sell	31,534 -20,683	-40%	-$1.93M	0.48%	64
2015 Q4	$5.06M	Buy	52,217 +2,052	+4%	+$200K	0.84%	45
2015 Q3	$4.68M	Hold	50,165	–	–	0.68%	55
2015 Q2	$4.68M	Buy	+50,165	New	+$4.75M	0.68%	55