Biltmore Family Office’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,276
| Closed | -$297K | – | 266 |
|
|
2024
Q3 | $297K | Buy |
1,276
+113
| +10% | +$26.3K | 0.05% | 175 |
|
|
2024
Q2 | $228K | Buy |
1,163
+75
| +7% | +$14.7K | 0.04% | 176 |
|
|
2024
Q1 | $215K | Hold |
1,088
| – | – | 0.04% | 176 |
|
|
2023
Q4 | $237K | Buy |
+1,088
| New | +$237K | 0.05% | 174 |
|
|
2022
Q3 | – | Sell |
-793
| Closed | -$204K | – | 208 |
|
|
2022
Q2 | $204K | Buy |
+793
| New | +$204K | 0.05% | 164 |
|
|
2022
Q1 | – | Sell |
-1,028
| Closed | -$302K | – | 214 |
|
|
2021
Q4 | $302K | Buy |
1,028
+200
| +24% | +$58.8K | 0.06% | 162 |
|
|
2021
Q3 | $221K | Buy |
+828
| New | +$221K | 0.05% | 167 |
|
|
2020
Q4 | – | Sell |
-1,929
| Closed | -$468K | – | 186 |
|
|
2020
Q3 | $468K | Buy |
1,929
+15
| +0.8% | +$3.64K | 0.26% | 81 |
|
|
2020
Q2 | $497K | Hold |
1,914
| – | – | 0.3% | 82 |
|
|
2020
Q1 | $417K | Sell |
1,914
-32
| -2% | -$6.97K | 0.27% | 89 |
|
|
2019
Q4 | $449K | Sell |
1,946
-81
| -4% | -$18.7K | 0.18% | 106 |
|
|
2019
Q3 | $450K | Hold |
2,027
| – | – | 0.19% | 99 |
|
|
2019
Q2 | $416K | Sell |
2,027
-1,240
| -38% | -$254K | 0.23% | 89 |
|
|
2019
Q1 | $644K | Hold |
3,267
| – | – | 0.33% | 78 |
|
|
2018
Q4 | $520K | Buy |
3,267
+1,419
| +77% | +$226K | 0.29% | 85 |
|
|
2018
Q3 | $270K | Buy |
1,848
+205
| +12% | +$30K | 0.13% | 126 |
|
|
2018
Q2 | $238K | Sell |
1,643
-185
| -10% | -$26.8K | 0.12% | 130 |
|
|
2018
Q1 | $266K | Sell |
1,828
-890
| -33% | -$130K | 0.12% | 141 |
|
|
2017
Q4 | $390K | Buy |
+2,718
| New | +$390K | 0.18% | 108 |
|