EP Wealth Advisors’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 | $14M | Sell |
80,953
-205,158
| -72% | -$36.9M | 0.07% | 176 |
|
|
2025
Q4 | $50.2M | Buy |
+286,111
| New | +$52.1M | 0.26% | 66 |
|
|
2025
Q2 | $62.9M | Buy |
284,631
+2,904
| +1% | +$627K | 0.41% | 51 |
|
|
2025
Q1 | $61.3M | Sell |
281,727
-50,913
| -15% | -$9.99M | 0.49% | 42 |
|
|
2024
Q4 | $61M | Buy |
332,640
+5,720
| +2% | +$1.19M | 0.5% | 46 |
|
|
2024
Q3 | $76M | Buy |
326,920
+11,598
| +4% | +$2.57M | 0.65% | 33 |
|
|
2024
Q2 | $61.3M | Buy |
315,322
+24,629
| +8% | +$4.6M | 0.65% | 37 |
|
|
2024
Q1 | $57.4M | Buy |
290,693
+13,852
| +5% | +$2.76M | 0.67% | 38 |
|
|
2023
Q4 | $59.8M | Buy |
276,841
+10,307
| +4% | +$1.95M | 0.76% | 31 |
|
|
2023
Q3 | $43.8M | Buy |
266,534
+41,026
| +18% | +$7.49M | 0.68% | 38 |
|
|
2023
Q2 | $47.4M | Hold |
225,508
| – | – | 0.68% | 34 |
|
|
2023
Q1 | $46.1M | Buy |
225,508
+11,546
| +5% | +$2.42M | 0.79% | 29 |
|
|
2022
Q4 | $45.3M | Buy |
213,962
+13,613
| +7% | +$2.83M | 0.82% | 34 |
|
|
2022
Q3 | $43M | Buy |
200,349
+5,055
| +3% | +$1.3M | 0.98% | 23 |
|
|
2022
Q2 | $49.9M | Buy |
195,294
+10,962
| +6% | +$2.75M | 1.12% | 16 |
|
|
2022
Q1 | $46.3M | Buy |
184,332
+15,534
| +9% | +$3.79M | 1.02% | 17 |
|
|
2021
Q4 | $49.4M | Buy |
168,798
+6,411
| +4% | +$1.75M | 1.17% | 16 |
|
|
2021
Q3 | $43.1M | Buy |
162,387
+7,243
| +5% | +$2.06M | 1.18% | 16 |
|
|
2021
Q2 | $41.9M | Buy |
155,144
+11,139
| +8% | +$2.84M | 1.16% | 18 |
|
|
2021
Q1 | $34.4M | Buy |
144,005
+21,932
| +18% | +$4.88M | 1.09% | 20 |
|
|
2020
Q4 | $27.4M | Buy |
122,073
+12,024
| +11% | +$2.8M | 0.96% | 24 |
|
|
2020
Q3 | $26.6M | Buy |
110,049
+2,189
| +2% | +$555K | 1.14% | 18 |
|
|
2020
Q2 | $27.9M | Buy |
107,860
+364
| +0.3% | +$90K | 1.19% | 12 |
|
|
2020
Q1 | $23.4M | Buy |
107,496
+5,034
| +5% | +$1.17M | 1.15% | 13 |
|
|
2019
Q4 | $23.5M | Buy |
102,462
+6,423
| +7% | +$1.4M | 0.97% | 19 |
|
|
2019
Q3 | $21.2M | Buy |
96,039
+9,503
| +11% | +$2.07M | 1.05% | 18 |
|
|
2019
Q2 | $17.7M | Sell |
86,536
-963
| -1% | -$194K | 1.11% | 23 |
|
|
2019
Q1 | $17.2M | Sell |
87,499
-5,431
| -6% | -$953K | 1.66% | 22 |
|
|
2018
Q4 | $14.7M | Sell |
92,930
-1,210
| -1% | -$189K | 1.13% | 23 |
|
|
2018
Q3 | $13.7M | Buy |
94,140
+1,189
| +1% | +$174K | 1.07% | 29 |
|
|
2018
Q2 | $13.4M | Buy |
92,951
+1,583
| +2% | +$220K | 1.26% | 24 |
|
|
2018
Q1 | $13.3M | Sell |
91,368
-14,417
| -14% | -$2.03M | 1.28% | 25 |
|
|
2017
Q4 | $15.1M | Buy |
105,785
+4,126
| +4% | +$589K | 1.59% | 16 |
|
|
2017
Q3 | $13.9M | Buy |
101,659
+2,587
| +3% | +$360K | 1.6% | 14 |
|
|
2017
Q2 | $13.1M | Sell |
99,072
-193
| -0.2% | -$24.7K | 1.61% | 14 |
|
|
2017
Q1 | $12.1M | Buy |
99,265
+5,459
| +6% | +$601K | 1.66% | 17 |
|
|
2016
Q4 | $8.99M | Buy |
93,806
+4,407
| +5% | +$479K | 1.31% | 22 |
|
|
2016
Q3 | $10.1M | Buy |
89,399
+855
| +1% | +$97.7K | 1.58% | 15 |
|
|
2016
Q2 | $10.1M | Sell |
88,544
-15,011
| -14% | -$1.6M | 1.6% | 15 |
|
|
2016
Q1 | $10.6M | Sell |
103,555
-12,206
| -11% | -$1.14M | 1.63% | 15 |
|
|
2015
Q4 | $11.2M | Buy |
115,761
+9,365
| +9% | +$913K | 1.89% | 18 |
|
|
2015
Q3 | $9.36M | Sell |
106,396
-9,989
| -9% | -$940K | 1.78% | 21 |
|
|
2015
Q2 | $10.9M | Buy |
116,385
+5,700
| +5% | +$539K | 2.03% | 21 |
|
|
2015
Q1 | $10.4M | Buy |
110,685
+107,958
| +3,959% | +$10.5M | 1.96% | 23 |
|
|
2014
Q4 | $270K | Buy |
2,727
+17
| +0.6% | +$1.67K | 0.04% | 112 |
|
|
2014
Q3 | $254K | Sell |
2,710
-102
| -4% | -$9.71K | 0.04% | 99 |
|
|
2014
Q2 | $253K | Buy |
2,812
+1
| +0% | +$87 | 0.06% | 102 |
|
|
2014
Q1 | $230K | Hold |
2,811
| – | – | 0.06% | 103 |
|
|
2013
Q4 | $224K | Sell |
2,811
-84
| -3% | -$6.52K | 0.06% | 113 |
|
|
2013
Q3 | $215K | Buy |
+2,895
| New | +$209K | 0.07% | 97 |
|
Other funds holding AMT
VCM
VPM
