EWM
Evercore Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.6M | Sell |
405,552
-31,645
| -7% | -$6.99M | 1.39% | 24 |
|
|
2025
Q1 | $95.1M | Sell |
437,197
-16,173
| -4% | -$3.52M | 1.53% | 24 |
|
|
2024
Q4 | $83.2M | Buy |
453,370
+4,600
| +1% | +$844K | 1.25% | 28 |
|
|
2024
Q3 | $104M | Sell |
448,770
-9,765
| -2% | -$2.27M | 1.57% | 24 |
|
|
2024
Q2 | $89.1M | Sell |
458,535
-33,858
| -7% | -$6.58M | 1.4% | 27 |
|
|
2024
Q1 | $97.3M | Sell |
492,393
-3,579
| -0.7% | -$707K | 1.53% | 24 |
|
|
2023
Q4 | $107M | Buy |
495,972
+6,987
| +1% | +$1.51M | 1.8% | 20 |
|
|
2023
Q3 | $80.4M | Sell |
488,985
-376
| -0.1% | -$61.8K | 1.51% | 28 |
|
|
2023
Q2 | $94.9M | Buy |
489,361
+3,750
| +0.8% | +$727K | 1.74% | 21 |
|
|
2023
Q1 | $99.2M | Buy |
485,611
+22,040
| +5% | +$4.5M | 1.98% | 14 |
|
|
2022
Q4 | $98.2M | Buy |
463,571
+3,330
| +0.7% | +$705K | 2.06% | 14 |
|
|
2022
Q3 | $98.8M | Buy |
460,241
+495
| +0.1% | +$106K | 2.23% | 13 |
|
|
2022
Q2 | $118M | Sell |
459,746
-24,609
| -5% | -$6.29M | 2.48% | 11 |
|
|
2022
Q1 | $122M | Buy |
484,355
+22,380
| +5% | +$5.62M | 2.15% | 13 |
|
|
2021
Q4 | $135M | Buy |
461,975
+5,117
| +1% | +$1.5M | 2.2% | 13 |
|
|
2021
Q3 | $121M | Sell |
456,858
-4,642
| -1% | -$1.23M | 2.19% | 13 |
|
|
2021
Q2 | $125M | Sell |
461,500
-2,312
| -0.5% | -$625K | 2.28% | 10 |
|
|
2021
Q1 | $111M | Buy |
463,812
+33,149
| +8% | +$7.92M | 2.2% | 11 |
|
|
2020
Q4 | $96.7M | Buy |
430,663
+3,666
| +0.9% | +$823K | 2.08% | 12 |
|
|
2020
Q3 | $103M | Buy |
426,997
+3,658
| +0.9% | +$884K | 2.53% | 8 |
|
|
2020
Q2 | $109M | Sell |
423,339
-1,271
| -0.3% | -$329K | 2.92% | 8 |
|
|
2020
Q1 | $92.5M | Buy |
424,610
+1,100
| +0.3% | +$240K | 3.05% | 7 |
|
|
2019
Q4 | $97.3M | Buy |
423,510
+4,063
| +1% | +$934K | 2.62% | 9 |
|
|
2019
Q3 | $92.8M | Sell |
419,447
-2,082
| -0.5% | -$460K | 2.72% | 7 |
|
|
2019
Q2 | $86.2M | Sell |
421,529
-18,335
| -4% | -$3.75M | 2.62% | 8 |
|
|
2019
Q1 | $86.7M | Sell |
439,864
-1,063
| -0.2% | -$209K | 2.79% | 7 |
|
|
2018
Q4 | $69.8M | Sell |
440,927
-1,146
| -0.3% | -$181K | 2.63% | 8 |
|
|
2018
Q3 | $64.2M | Sell |
442,073
-1,925
| -0.4% | -$280K | 2.05% | 11 |
|
|
2018
Q2 | $64M | Buy |
443,998
+19,402
| +5% | +$2.8M | 2.19% | 9 |
|
|
2018
Q1 | $61.7M | Sell |
424,596
-12,818
| -3% | -$1.86M | 2.36% | 9 |
|
|
2017
Q4 | $62.4M | Sell |
437,414
-7,397
| -2% | -$1.06M | 2.32% | 8 |
|
|
2017
Q3 | $60.8M | Sell |
444,811
-15,178
| -3% | -$2.07M | 2.37% | 7 |
|
|
2017
Q2 | $60.9M | Sell |
459,989
-20,329
| -4% | -$2.69M | 2.35% | 6 |
|
|
2017
Q1 | $58.4M | Sell |
480,318
-1,645
| -0.3% | -$200K | 2.28% | 6 |
|
|
2016
Q4 | $50.9M | Buy |
481,963
+41,120
| +9% | +$4.35M | 2.11% | 11 |
|
|
2016
Q3 | $50M | Sell |
440,843
-1,478
| -0.3% | -$168K | 2.07% | 10 |
|
|
2016
Q2 | $50.3M | Sell |
442,321
-14,417
| -3% | -$1.64M | 2.22% | 10 |
|
|
2016
Q1 | $46.8M | Buy |
456,738
+41,238
| +10% | +$4.22M | 2.07% | 11 |
|
|
2015
Q4 | $40.3M | Buy |
415,500
+12,387
| +3% | +$1.2M | 1.87% | 11 |
|
|
2015
Q3 | $35.5M | Buy |
403,113
+16,898
| +4% | +$1.49M | 1.69% | 14 |
|
|
2015
Q2 | $36.1M | Buy |
386,215
+2,290
| +0.6% | +$214K | 1.63% | 13 |
|
|
2015
Q1 | $36.1M | Sell |
383,925
-3,920
| -1% | -$369K | 1.66% | 12 |
|
|
2014
Q4 | $38.3M | Buy |
387,845
+8,111
| +2% | +$802K | 1.91% | 7 |
|
|
2014
Q3 | $35.5M | Sell |
379,734
-1,104
| -0.3% | -$103K | 1.78% | 6 |
|
|
2014
Q2 | $34.2M | Buy |
380,838
+8,036
| +2% | +$722K | 1.76% | 6 |
|
|
2014
Q1 | $30.5M | Sell |
372,802
-10,652
| -3% | -$872K | 1.71% | 8 |
|
|
2013
Q4 | $30.7M | Buy |
383,454
+36,145
| +10% | +$2.89M | 1.68% | 6 |
|
|
2013
Q3 | $25.7M | Buy |
347,309
+15,412
| +5% | +$1.14M | 1.47% | 12 |
|
|
2013
Q2 | $24.3M | Buy |
+331,897
| New | +$24.3M | 1.37% | 13 |
|