Edgestream 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 | – | Sell |
-4,175
| Closed | -$908K | – | 842 |
|
|
2025
Q1 | $908K | Sell |
4,175
-32,690
| -89% | -$7.11M | 0.03% | 618 |
|
|
2024
Q4 | $6.76M | Buy |
+36,865
| New | +$6.76M | 0.29% | 72 |
|
|
2024
Q2 | – | Sell |
-2,321
| Closed | -$459K | – | 829 |
|
|
2024
Q1 | $459K | Buy |
2,321
+1,218
| +110% | +$241K | 0.02% | 655 |
|
|
2023
Q4 | $238K | Sell |
1,103
-7,087
| -87% | -$1.53M | 0.02% | 760 |
|
|
2023
Q3 | $1.35M | Buy |
+8,190
| New | +$1.35M | 0.11% | 300 |
|
|
2023
Q2 | – | Sell |
-10,974
| Closed | -$2.24M | – | 710 |
|
|
2023
Q1 | $2.24M | Sell |
10,974
-8,896
| -45% | -$1.82M | 0.25% | 121 |
|
|
2022
Q4 | $4.21M | Buy |
+19,870
| New | +$4.21M | 0.47% | 48 |
|
|
2022
Q3 | – | Sell |
-4,833
| Closed | -$1.24M | – | 448 |
|
|
2022
Q2 | $1.24M | Buy |
+4,833
| New | +$1.24M | 0.1% | 281 |
|
|
2022
Q1 | – | Sell |
-1,926
| Closed | -$563K | – | 528 |
|
|
2021
Q4 | $563K | Buy |
1,926
+120
| +7% | +$35.1K | 0.04% | 378 |
|
|
2021
Q3 | $479K | Sell |
1,806
-16,721
| -90% | -$4.43M | 0.03% | 393 |
|
|
2021
Q2 | $5.01M | Sell |
18,527
-5,305
| -22% | -$1.43M | 0.3% | 117 |
|
|
2021
Q1 | $5.7M | Buy |
+23,832
| New | +$5.7M | 0.32% | 122 |
|
|
2018
Q4 | – | Sell |
-15,474
| Closed | -$2.25M | – | 221 |
|
|
2018
Q3 | $2.25M | Buy |
15,474
+11,064
| +251% | +$1.61M | 0.38% | 94 |
|
|
2018
Q2 | $636K | Buy |
+4,410
| New | +$636K | 0.13% | 181 |
|
|
2018
Q1 | – | Sell |
-4,383
| Closed | -$625K | – | 248 |
|
|
2017
Q4 | $625K | Sell |
4,383
-14,299
| -77% | -$2.04M | 0.75% | 32 |
|
|
2017
Q3 | $2.55M | Buy |
18,682
+15,203
| +437% | +$2.08M | 1.36% | 17 |
|
|
2017
Q2 | $460K | Buy |
+3,479
| New | +$460K | 0.17% | 88 |
|
|
2015
Q4 | – | Sell |
-5,088
| Closed | -$448K | – | 62 |
|
|
2015
Q3 | $448K | Sell |
5,088
-4,551
| -47% | -$401K | 0.78% | 29 |
|
|
2015
Q2 | $899K | Buy |
+9,639
| New | +$899K | 0.62% | 42 |
|