Ellsworth Advisors’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 |
-1,138
| Closed | -$248K | – | 159 |
|
|
2025
Q1 | $248K | Hold |
1,138
| – | – | 0.07% | 161 |
|
|
2024
Q4 | $209K | Sell |
1,138
-9
| -0.8% | -$1.65K | 0.05% | 162 |
|
|
2024
Q3 | $267K | Hold |
1,147
| – | – | 0.07% | 163 |
|
|
2024
Q2 | $223K | Sell |
1,147
-3
| -0.3% | -$583 | 0.06% | 169 |
|
|
2024
Q1 | $206K | Sell |
1,150
-8
| -0.7% | -$1.43K | 0.06% | 166 |
|
|
2023
Q4 | $250K | Sell |
1,158
-3,220
| -74% | -$695K | 0.08% | 155 |
|
|
2023
Q3 | $698K | Buy |
4,378
+1,421
| +48% | +$227K | 0.25% | 87 |
|
|
2023
Q2 | $573K | Buy |
2,957
+98
| +3% | +$19K | 0.2% | 88 |
|
|
2023
Q1 | $584K | Buy |
+2,859
| New | +$584K | 0.21% | 78 |
|