Congress Asset Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-933
| Closed | -$206K | – | 394 |
|
|
2025
Q2 | $206K | Hold |
933
| – | – | ﹤0.01% | 380 |
|
|
2025
Q1 | $203K | Buy |
+933
| New | +$183K | ﹤0.01% | 364 |
|
|
2024
Q4 | – | Sell |
-965
| Closed | -$224K | – | 389 |
|
|
2024
Q3 | $224K | Buy |
+965
| New | +$214K | ﹤0.01% | 354 |
|
|
2024
Q2 | – | Sell |
-1,318
| Closed | -$260K | – | 365 |
|
|
2024
Q1 | $260K | Sell |
1,318
-6,340
| -83% | -$1.26M | ﹤0.01% | 345 |
|
|
2023
Q4 | $1.65M | Sell |
7,658
-1,565
| -17% | -$296K | 0.01% | 301 |
|
|
2023
Q3 | $1.52M | Sell |
9,223
-362
| -4% | -$66.1K | 0.01% | 293 |
|
|
2023
Q2 | $1.86M | Buy |
9,585
+12
| +0.1% | +$2.35K | 0.02% | 285 |
|
|
2023
Q1 | $1.96M | Buy |
9,573
+1,713
| +22% | +$359K | 0.02% | 285 |
|
|
2022
Q4 | $1.67M | Buy |
7,860
+578
| +8% | +$120K | 0.02% | 290 |
|
|
2022
Q3 | $1.56M | Buy |
7,282
+1,058
| +17% | +$272K | 0.02% | 285 |
|
|
2022
Q2 | $1.59M | Sell |
6,224
-166
| -3% | -$41.7K | 0.02% | 295 |
|
|
2022
Q1 | $1.6M | Sell |
6,390
-221
| -3% | -$53.9K | 0.01% | 298 |
|
|
2021
Q4 | $1.93M | Buy |
6,611
+226
| +4% | +$61.7K | 0.01% | 284 |
|
|
2021
Q3 | $1.7M | Buy |
6,385
+1,626
| +34% | +$464K | 0.01% | 279 |
|
|
2021
Q2 | $1.29M | Sell |
4,759
-10,660
| -69% | -$2.72M | 0.01% | 299 |
|
|
2021
Q1 | $3.69M | Sell |
15,419
-38,757
| -72% | -$8.63M | 0.03% | 228 |
|
|
2020
Q4 | $12.2M | Buy |
54,176
+193
| +0.4% | +$44.9K | 0.11% | 99 |
|
|
2020
Q3 | $13M | Sell |
53,983
-2,255
| -4% | -$572K | 0.14% | 93 |
|
|
2020
Q2 | $14.5M | Buy |
56,238
+429
| +0.8% | +$106K | 0.17% | 82 |
|
|
2020
Q1 | $12.2M | Sell |
55,809
-6,100
| -10% | -$1.42M | 0.19% | 79 |
|
|
2019
Q4 | $14.2M | Sell |
61,909
-14
| -0% | -$3.05K | 0.17% | 84 |
|
|
2019
Q3 | $13.7M | Sell |
61,923
-15
| -0% | -$3.27K | 0.18% | 81 |
|
|
2019
Q2 | $12.7M | Buy |
61,938
+30
| +0% | +$6.03K | 0.16% | 85 |
|
|
2019
Q1 | $12.2M | Sell |
61,908
-150
| -0.2% | -$26.3K | 0.16% | 83 |
|
|
2018
Q4 | $9.82M | Buy |
62,058
+2,001
| +3% | +$313K | 0.15% | 89 |
|
|
2018
Q3 | $8.73M | Hold |
60,057
| – | – | 0.11% | 110 |
|
|
2018
Q2 | $8.66M | Sell |
60,057
-62,663
| -51% | -$8.71M | 0.12% | 107 |
|
|
2018
Q1 | $17.8M | Sell |
122,720
-5,318
| -4% | -$749K | 0.25% | 80 |
|
|
2017
Q4 | $18.3M | Sell |
128,038
-707
| -0.5% | -$101K | 0.27% | 79 |
|
|
2017
Q3 | $17.6M | Buy |
128,745
+55,514
| +76% | +$7.73M | 0.27% | 79 |
|
|
2017
Q2 | $9.69M | Sell |
73,231
-1,038
| -1% | -$133K | 0.17% | 87 |
|
|
2017
Q1 | $9.03M | Sell |
74,269
-1,836
| -2% | -$202K | 0.17% | 90 |
|
|
2016
Q4 | $8.04M | Sell |
76,105
-1,502
| -2% | -$163K | 0.17% | 98 |
|
|
2016
Q3 | $8.79M | Sell |
77,607
-7,366
| -9% | -$842K | 0.19% | 88 |
|
|
2016
Q2 | $9.65M | Sell |
84,973
-13,918
| -14% | -$1.48M | 0.22% | 87 |
|
|
2016
Q1 | $10.1M | Sell |
98,891
-1,830
| -2% | -$171K | 0.25% | 87 |
|
|
2015
Q4 | $9.77M | Buy |
100,721
+881
| +0.9% | +$85.8K | 0.24% | 88 |
|
|
2015
Q3 | $8.78M | Buy |
99,840
+4,890
| +5% | +$460K | 0.23% | 92 |
|
|
2015
Q2 | $8.86M | Buy |
94,950
+7,896
| +9% | +$747K | 0.25% | 98 |
|
|
2015
Q1 | $8.2M | Buy |
87,054
+6,288
| +8% | +$611K | 0.2% | 96 |
|
|
2014
Q4 | $7.98M | Buy |
80,766
+4,267
| +6% | +$419K | 0.2% | 98 |
|
|
2014
Q3 | $7.16M | Buy |
76,499
+1,552
| +2% | +$148K | 0.18% | 101 |
|
|
2014
Q2 | $6.74M | Buy |
74,947
+569
| +0.8% | +$49.2K | 0.17% | 98 |
|
|
2014
Q1 | $6.09M | Buy |
74,378
+588
| +0.8% | +$47.9K | 0.15% | 103 |
|
|
2013
Q4 | $5.89M | Buy |
73,790
+2,003
| +3% | +$156K | 0.15% | 101 |
|
|
2013
Q3 | $5.32M | Sell |
71,787
-845,446
| -92% | -$61M | 0.15% | 104 |
|
|
2013
Q2 | $67.1M | Buy |
+917,233
| New | +$73M | 1.99% | 8 |
|
Other funds holding AMT
