Equitable Trust’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 | $1.07M | Buy |
4,827
+167
| +4% | +$36.9K | 0.05% | 222 |
|
|
2025
Q1 | $1.01M | Sell |
4,660
-17,739
| -79% | -$3.86M | 0.06% | 220 |
|
|
2024
Q4 | $4.11M | Buy |
22,399
+10,354
| +86% | +$1.9M | 0.23% | 87 |
|
|
2024
Q3 | $2.8M | Buy |
12,045
+8,189
| +212% | +$1.9M | 0.18% | 121 |
|
|
2024
Q2 | $750K | Buy |
3,856
+1,000
| +35% | +$194K | 0.05% | 232 |
|
|
2024
Q1 | $564K | Buy |
2,856
+8
| +0.3% | +$1.58K | 0.04% | 281 |
|
|
2023
Q4 | $615K | Sell |
2,848
-49,094
| -95% | -$10.6M | 0.05% | 244 |
|
|
2023
Q3 | $8.54M | Buy |
51,942
+48,502
| +1,410% | +$7.98M | 0.71% | 30 |
|
|
2023
Q2 | $667K | Buy |
3,440
+123
| +4% | +$23.9K | 0.05% | 223 |
|
|
2023
Q1 | $678K | Sell |
3,317
-764
| -19% | -$156K | 0.05% | 216 |
|
|
2022
Q4 | $865K | Sell |
4,081
-488
| -11% | -$103K | 0.07% | 188 |
|
|
2022
Q3 | $981K | Buy |
4,569
+400
| +10% | +$85.9K | 0.08% | 172 |
|
|
2022
Q2 | $1.07M | Hold |
4,169
| – | – | 0.08% | 169 |
|
|
2022
Q1 | $1.05M | Hold |
4,169
| – | – | 0.07% | 173 |
|
|
2021
Q4 | $1.22M | Sell |
4,169
-623
| -13% | -$182K | 0.08% | 163 |
|
|
2021
Q3 | $1.27M | Sell |
4,792
-654
| -12% | -$174K | 0.08% | 165 |
|
|
2021
Q2 | $1.47M | Hold |
5,446
| – | – | 0.09% | 158 |
|
|
2021
Q1 | $1.3M | Sell |
5,446
-2,121
| -28% | -$507K | 0.1% | 162 |
|
|
2020
Q4 | $1.7M | Sell |
7,567
-405
| -5% | -$90.9K | 0.13% | 137 |
|
|
2020
Q3 | $1.93M | Buy |
7,972
+780
| +11% | +$189K | 0.16% | 118 |
|
|
2020
Q2 | $1.86M | Sell |
7,192
-170
| -2% | -$43.9K | 0.17% | 114 |
|
|
2020
Q1 | $1.6M | Sell |
7,362
-569
| -7% | -$124K | 0.18% | 118 |
|
|
2019
Q4 | $1.82M | Sell |
7,931
-404
| -5% | -$92.8K | 0.18% | 111 |
|
|
2019
Q3 | $1.84M | Buy |
8,335
+868
| +12% | +$192K | 0.19% | 108 |
|
|
2019
Q2 | $1.53M | Sell |
7,467
-492
| -6% | -$101K | 0.16% | 123 |
|
|
2019
Q1 | $1.57M | Sell |
7,959
-2,455
| -24% | -$484K | 0.18% | 119 |
|
|
2018
Q4 | $1.65M | Sell |
10,414
-224
| -2% | -$35.4K | 0.22% | 108 |
|
|
2018
Q3 | $1.55M | Buy |
10,638
+223
| +2% | +$32.4K | 0.18% | 123 |
|
|
2018
Q2 | $1.5M | Buy |
+10,415
| New | +$1.5M | 0.19% | 117 |
|