Edmond de Rothschild Holding’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 | $2.34M | Sell |
10,609
-6,367
| -38% | -$1.41M | 0.04% | 220 |
|
|
2025
Q1 | $3.69M | Sell |
16,976
-86
| -0.5% | -$18.7K | 0.07% | 182 |
|
|
2024
Q4 | $3.13M | Buy |
17,062
+2,402
| +16% | +$441K | 0.05% | 196 |
|
|
2024
Q3 | $3.41M | Buy |
14,660
+785
| +6% | +$183K | 0.05% | 194 |
|
|
2024
Q2 | $2.7M | Buy |
13,875
+2,225
| +19% | +$432K | 0.05% | 196 |
|
|
2024
Q1 | $2.3M | Sell |
11,650
-872
| -7% | -$172K | 0.04% | 225 |
|
|
2023
Q4 | $2.7M | Sell |
12,522
-1,810
| -13% | -$391K | 0.05% | 212 |
|
|
2023
Q3 | $2.36M | Sell |
14,332
-758
| -5% | -$125K | 0.05% | 222 |
|
|
2023
Q2 | $2.93M | Buy |
15,090
+7,696
| +104% | +$1.49M | 0.06% | 221 |
|
|
2023
Q1 | $1.51M | Buy |
7,394
+5,349
| +262% | +$1.09M | 0.03% | 284 |
|
|
2022
Q4 | $433K | Buy |
2,045
+592
| +41% | +$125K | 0.01% | 388 |
|
|
2022
Q3 | $312K | Sell |
1,453
-50
| -3% | -$10.7K | 0.01% | 415 |
|
|
2022
Q2 | $384K | Buy |
1,503
+62
| +4% | +$15.8K | 0.01% | 415 |
|
|
2022
Q1 | $362K | Buy |
1,441
+941
| +188% | +$236K | 0.01% | 418 |
|
|
2021
Q4 | $147K | Sell |
500
-1,755
| -78% | -$516K | ﹤0.01% | 579 |
|
|
2021
Q3 | $598K | Buy |
2,255
+25
| +1% | +$6.63K | 0.01% | 420 |
|
|
2021
Q2 | $602K | Hold |
2,230
| – | – | 0.01% | 414 |
|
|
2021
Q1 | $533K | Sell |
2,230
-1,459
| -40% | -$349K | 0.01% | 380 |
|
|
2020
Q4 | $828K | Buy |
3,689
+1,274
| +53% | +$286K | 0.03% | 308 |
|
|
2020
Q3 | $585K | Buy |
2,415
+2,003
| +486% | +$485K | 0.02% | 298 |
|
|
2020
Q2 | $107K | Buy |
+412
| New | +$107K | ﹤0.01% | 429 |
|
|
2018
Q4 | – | Sell |
-10,121
| Closed | -$1.47M | – | 668 |
|
|
2018
Q3 | $1.47M | Buy |
10,121
+927
| +10% | +$135K | 0.04% | 232 |
|
|
2018
Q2 | $1.33M | Hold |
9,194
| – | – | 0.04% | 239 |
|
|
2018
Q1 | $1.34M | Buy |
+9,194
| New | +$1.34M | 0.04% | 239 |
|
|
2017
Q2 | – | Sell |
-1,800
| Closed | -$219K | – | 787 |
|
|
2017
Q1 | $219K | Sell |
1,800
-32,623
| -95% | -$3.97M | 0.01% | 463 |
|
|
2016
Q4 | $3.64M | Sell |
34,423
-752
| -2% | -$79.5K | 0.1% | 148 |
|
|
2016
Q3 | $3.99M | Buy |
35,175
+20,501
| +140% | +$2.32M | 0.12% | 150 |
|
|
2016
Q2 | $1.67M | Buy |
+14,674
| New | +$1.67M | 0.05% | 211 |
|