Ellevest Inc’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $863K | Buy |
5,001
+839
| +20% | +$151K | 0.12% | 123 |
|
|
2025
Q4 | $731K | Sell |
4,162
-471
| -10% | -$85.7K | 0.1% | 145 |
|
|
2025
Q3 | $891K | Buy |
4,633
+2,427
| +110% | +$506K | 0.13% | 116 |
|
|
2025
Q2 | $488K | Buy |
2,206
+337
| +18% | +$72.8K | 0.08% | 200 |
|
|
2025
Q1 | $407K | Sell |
1,869
-234
| -11% | -$45.9K | 0.03% | 230 |
|
|
2024
Q4 | $386K | Sell |
2,103
-248
| -11% | -$51.4K | 0.02% | 258 |
|
|
2024
Q3 | $547K | Sell |
2,351
-10
| -0.4% | -$2.22K | 0.03% | 194 |
|
|
2024
Q2 | $459K | Buy |
2,361
+497
| +27% | +$92.9K | 0.03% | 221 |
|
|
2024
Q1 | $368K | Buy |
+1,864
| New | +$371K | 0.02% | 275 |
|
|
2023
Q2 | – | Sell |
-688
| Closed | -$141K | – | 423 |
|
|
2023
Q1 | $141K | Sell |
688
-108
| -14% | -$22.7K | 0.01% | 381 |
|
|
2022
Q4 | $169K | Buy |
796
+388
| +95% | +$80.8K | 0.01% | 330 |
|
|
2022
Q3 | $88K | Sell |
408
-90
| -18% | -$23.1K | 0.01% | 443 |
|
|
2022
Q2 | $127K | Buy |
498
+93
| +23% | +$23.3K | 0.01% | 370 |
|
|
2022
Q1 | $102K | Sell |
405
-945
| -70% | -$231K | 0.01% | 402 |
|
|
2021
Q4 | $395K | Buy |
1,350
+112
| +9% | +$30.6K | 0.04% | 155 |
|
|
2021
Q3 | $329K | Buy |
1,238
+119
| +11% | +$33.9K | 0.03% | 176 |
|
|
2021
Q2 | $302K | Buy |
1,119
+212
| +23% | +$54K | 0.03% | 165 |
|
|
2021
Q1 | $217K | Buy |
907
+243
| +37% | +$54.1K | 0.03% | 204 |
|
|
2020
Q4 | $149K | Buy |
664
+5
| +0.8% | +$1.16K | 0.02% | 226 |
|
|
2020
Q3 | $159K | Buy |
659
+82
| +14% | +$20.8K | 0.03% | 157 |
|
|
2020
Q2 | $149K | Buy |
577
+155
| +37% | +$38.3K | 0.03% | 137 |
|
|
2020
Q1 | $92K | Buy |
422
+112
| +36% | +$26.1K | 0.03% | 151 |
|
|
2019
Q4 | $71K | Buy |
310
+192
| +163% | +$41.8K | 0.02% | 135 |
|
|
2019
Q3 | $26K | Buy |
118
+7
| +6% | +$1.53K | 0.01% | 163 |
|
|
2019
Q2 | $23K | Buy |
111
+29
| +35% | +$5.83K | 0.01% | 186 |
|
|
2019
Q1 | $16K | Buy |
82
+42
| +105% | +$7.37K | 0.01% | 159 |
|
|
2018
Q4 | $6K | Buy |
+40
| New | +$6.25K | ﹤0.01% | 405 |
|
Other funds holding AMT
VCM
VPM
