Ellis Investment 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 | $226K | Buy |
1,022
+7
| +0.7% | +$1.55K | 0.04% | 218 |
|
|
2025
Q1 | $221K | Buy |
+1,015
| New | +$221K | 0.05% | 215 |
|
|
2024
Q4 | – | Sell |
-1,004
| Closed | -$233K | – | 236 |
|
|
2024
Q3 | $233K | Buy |
+1,004
| New | +$233K | 0.05% | 212 |
|
|
2022
Q4 | – | Sell |
-694
| Closed | -$149K | – | 229 |
|
|
2022
Q3 | $149K | Buy |
694
+4
| +0.6% | +$859 | 0.04% | 231 |
|
|
2022
Q2 | $176K | Buy |
690
+4
| +0.6% | +$1.02K | 0.05% | 217 |
|
|
2022
Q1 | $172K | Sell |
686
-16
| -2% | -$4.01K | 0.04% | 244 |
|
|
2021
Q4 | $205K | Sell |
702
-236
| -25% | -$68.9K | 0.05% | 221 |
|
|
2021
Q3 | $248K | Sell |
938
-93
| -9% | -$24.6K | 0.06% | 186 |
|
|
2021
Q2 | $278K | Sell |
1,031
-418
| -29% | -$113K | 0.07% | 167 |
|
|
2021
Q1 | $346K | Buy |
1,449
+7
| +0.5% | +$1.67K | 0.1% | 144 |
|
|
2020
Q4 | $324K | Sell |
1,442
-21
| -1% | -$4.72K | 0.1% | 138 |
|
|
2020
Q3 | $353K | Buy |
1,463
+40
| +3% | +$9.65K | 0.12% | 123 |
|
|
2020
Q2 | $377K | Buy |
1,423
+1,410
| +10,846% | +$374K | 0.14% | 112 |
|
|
2020
Q1 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 629 |
|
|
2019
Q4 | – | Sell |
-29
| Closed | -$6K | – | 672 |
|
|
2019
Q3 | $6K | Buy |
+29
| New | +$6K | ﹤0.01% | 582 |
|