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