Berkeley Capital Partners’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 | $499K | Buy |
2,259
+90
| +4% | +$19.9K | 0.13% | 125 |
|
2025
Q1 | $472K | Buy |
2,169
+431
| +25% | +$93.8K | 0.13% | 118 |
|
2024
Q4 | $319K | Sell |
1,738
-1,783
| -51% | -$327K | 0.09% | 146 |
|
2024
Q3 | $819K | Sell |
3,521
-54
| -2% | -$12.6K | 0.23% | 94 |
|
2024
Q2 | $695K | Buy |
3,575
+116
| +3% | +$22.6K | 0.21% | 93 |
|
2024
Q1 | $683K | Sell |
3,459
-436
| -11% | -$86.1K | 0.21% | 91 |
|
2023
Q4 | $841K | Buy |
3,895
+130
| +3% | +$28.1K | 0.28% | 78 |
|
2023
Q3 | $619K | Sell |
3,765
-17
| -0.4% | -$2.8K | 0.22% | 83 |
|
2023
Q2 | $733K | Sell |
3,782
-72
| -2% | -$14K | 0.26% | 75 |
|
2023
Q1 | $788K | Buy |
3,854
+32
| +0.8% | +$6.54K | 0.29% | 67 |
|
2022
Q4 | $810K | Buy |
3,822
+219
| +6% | +$46.4K | 0.31% | 69 |
|
2022
Q3 | $773K | Buy |
3,603
+6
| +0.2% | +$1.29K | 0.33% | 57 |
|
2022
Q2 | $919K | Sell |
3,597
-79
| -2% | -$20.2K | 0.38% | 49 |
|
2022
Q1 | $924K | Sell |
3,676
-3
| -0.1% | -$754 | 0.37% | 52 |
|
2021
Q4 | $1.08M | Sell |
3,679
-91
| -2% | -$26.6K | 0.44% | 32 |
|
2021
Q3 | $1M | Buy |
3,770
+34
| +0.9% | +$9.03K | 0.46% | 31 |
|
2021
Q2 | $1.01M | Sell |
3,736
-69
| -2% | -$18.6K | 0.45% | 30 |
|
2021
Q1 | $910K | Sell |
3,805
-42
| -1% | -$10K | 0.44% | 34 |
|
2020
Q4 | $863K | Buy |
3,847
+90
| +2% | +$20.2K | 0.44% | 33 |
|
2020
Q3 | $908K | Buy |
3,757
+183
| +5% | +$44.2K | 0.55% | 24 |
|
2020
Q2 | $924K | Buy |
3,574
+161
| +5% | +$41.6K | 0.57% | 26 |
|
2020
Q1 | $743K | Buy |
3,413
+307
| +10% | +$66.8K | 0.5% | 39 |
|
2019
Q4 | $714K | Buy |
3,106
+237
| +8% | +$54.5K | 0.37% | 63 |
|
2019
Q3 | $634K | Buy |
2,869
+339
| +13% | +$74.9K | 0.33% | 65 |
|
2019
Q2 | $517K | Buy |
2,530
+331
| +15% | +$67.6K | 0.24% | 79 |
|
2019
Q1 | $433K | Buy |
2,199
+258
| +13% | +$50.8K | 0.21% | 89 |
|
2018
Q4 | $307K | Sell |
1,941
-46
| -2% | -$7.28K | 0.17% | 98 |
|
2018
Q3 | $289K | Sell |
1,987
-106
| -5% | -$15.4K | 0.16% | 100 |
|
2018
Q2 | $301K | Buy |
2,093
+215
| +11% | +$30.9K | 0.18% | 101 |
|
2018
Q1 | $272K | Buy |
1,878
+73
| +4% | +$10.6K | 0.16% | 105 |
|
2017
Q4 | $258K | Sell |
1,805
-52
| -3% | -$7.43K | 0.17% | 109 |
|
2017
Q3 | $254K | Buy |
1,857
+13
| +0.7% | +$1.78K | 0.17% | 106 |
|
2017
Q2 | $244K | Buy |
+1,844
| New | +$244K | 0.17% | 103 |
|
2016
Q4 | – | Sell |
-2,130
| Closed | -$241K | – | 109 |
|
2016
Q3 | $241K | Sell |
2,130
-22
| -1% | -$2.49K | 0.17% | 97 |
|
2016
Q2 | $245K | Buy |
+2,152
| New | +$245K | 0.17% | 98 |
|