EFS
Essex Financial Services’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Buy |
3,099
+397
| +15% | +$87.8K | 0.04% | 345 |
|
|
2025
Q1 | $588K | Sell |
2,702
-1,571
| -37% | -$342K | 0.04% | 341 |
|
|
2024
Q4 | $784K | Sell |
4,273
-67
| -2% | -$12.3K | 0.06% | 286 |
|
|
2024
Q3 | $962K | Sell |
4,340
-32
| -0.7% | -$7.09K | 0.07% | 252 |
|
|
2024
Q2 | $978K | Buy |
4,372
+140
| +3% | +$31.3K | 0.07% | 240 |
|
|
2024
Q1 | $836K | Sell |
4,232
-606
| -13% | -$120K | 0.08% | 229 |
|
|
2023
Q4 | $1.04M | Buy |
4,838
+1,609
| +50% | +$347K | 0.11% | 183 |
|
|
2023
Q3 | $531K | Sell |
3,229
-789
| -20% | -$130K | 0.06% | 267 |
|
|
2023
Q2 | $779K | Buy |
4,018
+140
| +4% | +$27.1K | 0.09% | 210 |
|
|
2023
Q1 | $792K | Sell |
3,878
-46
| -1% | -$9.4K | 0.08% | 219 |
|
|
2022
Q4 | $831K | Buy |
3,924
+232
| +6% | +$49.1K | 0.09% | 208 |
|
|
2022
Q3 | $793K | Buy |
3,692
+58
| +2% | +$12.5K | 0.09% | 191 |
|
|
2022
Q2 | $929K | Buy |
3,634
+159
| +5% | +$40.6K | 0.1% | 187 |
|
|
2022
Q1 | $873K | Buy |
3,475
+635
| +22% | +$160K | 0.08% | 219 |
|
|
2021
Q4 | $831K | Sell |
2,840
-53
| -2% | -$15.5K | 0.08% | 221 |
|
|
2021
Q3 | $768K | Buy |
2,893
+678
| +31% | +$180K | 0.09% | 218 |
|
|
2021
Q2 | $530K | Hold |
2,215
| – | – | 0.08% | 228 |
|
|
2021
Q1 | $530K | Sell |
2,215
-520
| -19% | -$124K | 0.1% | 190 |
|
|
2020
Q4 | $614K | Buy |
2,735
+1,116
| +69% | +$251K | 0.12% | 168 |
|
|
2020
Q3 | $391K | Buy |
1,619
+774
| +92% | +$187K | 0.1% | 189 |
|
|
2020
Q2 | $218K | Sell |
845
-825
| -49% | -$213K | 0.07% | 232 |
|
|
2020
Q1 | $364K | Sell |
1,670
-1,485
| -47% | -$324K | 0.13% | 155 |
|
|
2019
Q4 | $725K | Sell |
3,155
-320
| -9% | -$73.5K | 0.2% | 116 |
|
|
2019
Q3 | $768K | Buy |
3,475
+173
| +5% | +$38.2K | 0.25% | 95 |
|
|
2019
Q2 | $675K | Buy |
3,302
+1
| +0% | +$204 | 0.2% | 107 |
|
|
2019
Q1 | $651K | Sell |
3,301
-724
| -18% | -$143K | 0.2% | 109 |
|
|
2018
Q4 | $637K | Sell |
4,025
-937
| -19% | -$148K | 0.2% | 108 |
|
|
2018
Q3 | $721K | Buy |
4,962
+1
| +0% | +$145 | 0.16% | 123 |
|
|
2018
Q2 | $715K | Buy |
4,961
+245
| +5% | +$35.3K | 0.17% | 120 |
|
|
2018
Q1 | $685K | Buy |
4,716
+252
| +6% | +$36.6K | 0.13% | 163 |
|
|
2017
Q4 | $637K | Sell |
4,464
-99
| -2% | -$14.1K | 0.15% | 131 |
|
|
2017
Q3 | $624K | Buy |
4,563
+109
| +2% | +$14.9K | 0.15% | 135 |
|
|
2017
Q2 | $589K | Sell |
4,454
-29
| -0.6% | -$3.84K | 0.12% | 170 |
|
|
2017
Q1 | $545K | Sell |
4,483
-724
| -14% | -$88K | 0.13% | 168 |
|
|
2016
Q4 | $550K | Buy |
5,207
+726
| +16% | +$76.7K | 0.12% | 164 |
|
|
2016
Q3 | $508K | Buy |
4,481
+2,029
| +83% | +$230K | 0.12% | 164 |
|
|
2016
Q2 | $279K | Buy |
2,452
+2
| +0.1% | +$228 | 0.07% | 247 |
|
|
2016
Q1 | $251K | Sell |
2,450
-905
| -27% | -$92.7K | 0.06% | 258 |
|
|
2015
Q4 | $325K | Buy |
3,355
+417
| +14% | +$40.4K | 0.08% | 222 |
|
|
2015
Q3 | $258K | Buy |
2,938
+301
| +11% | +$26.4K | 0.07% | 256 |
|
|
2015
Q2 | $246K | Sell |
2,637
-415
| -14% | -$38.7K | 0.06% | 271 |
|
|
2015
Q1 | $287K | Buy |
3,052
+556
| +22% | +$52.3K | 0.07% | 248 |
|
|
2014
Q4 | $247K | Buy |
+2,496
| New | +$247K | 0.06% | 263 |
|