Caldwell Trust’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
4,766
-474
|
|
||||
|
2025
Q1 | $1.14M | Buy |
5,240
+282
|
|
||||
|
2024
Q4 | $909K | Sell |
4,958
-419
|
|
||||
|
2024
Q3 | $1.25M | Sell |
5,377
-811
|
|
||||
|
2024
Q2 | $1.2M | Sell |
6,188
-1,160
|
|
||||
|
2024
Q1 | $1.45M | Sell |
7,348
-1,854
|
|
||||
|
2023
Q4 | $1.99M | Sell |
9,202
-372
|
|
||||
|
2023
Q3 | $1.57M | Sell |
9,574
-1,022
|
|
||||
|
2023
Q2 | $2.05M | Sell |
10,596
-43
|
|
||||
|
2023
Q1 | $2.17M | Sell |
10,639
-51
|
|
||||
|
2022
Q4 | $2.26M | Sell |
10,690
-350
|
|
||||
|
2022
Q3 | $2.37M | Buy |
11,040
+498
|
|
||||
|
2022
Q2 | $2.69M | Sell |
10,542
-64
|
|
||||
|
2022
Q1 | $2.66M | Buy |
10,606
+341
|
|
||||
|
2021
Q4 | $3M | Buy |
10,265
+495
|
|
||||
|
2021
Q3 | $2.59M | Buy |
9,770
+2,359
|
|
||||
|
2021
Q2 | $2M | Buy |
7,411
+2,618
|
|
||||
|
2021
Q1 | $1.15M | Buy |
4,793
+2,317
|
|
||||
|
2020
Q4 | $556K | Sell |
2,476
-108
|
|
||||
|
2020
Q3 | $625K | Sell |
2,584
-2
|
|
||||
|
2020
Q2 | $669K | Buy |
2,586
+75
|
|
||||
|
2020
Q1 | $547K | Sell |
2,511
-58
|
|
||||
|
2019
Q4 | $590K | Buy |
+2,569
|
|