Evergreen Capital Management’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
$6.55M Sell
29,414
-10,335
-26% -$2.3M 0.2% 137
2025
Q1
$8.65M Sell
39,749
-305
-0.8% -$66.4K 0.29% 96
2024
Q4
$7.41M Buy
40,054
+1,042
+3% +$193K 0.24% 118
2024
Q3
$9.07M Sell
39,012
-16,649
-30% -$3.87M 0.3% 91
2024
Q2
$10.9M Buy
55,661
+52,147
+1,484% +$10.2M 0.39% 70
2024
Q1
$694K Buy
3,514
+224
+7% +$44.3K 0.03% 359
2023
Q4
$716K Buy
3,290
+1,142
+53% +$248K 0.03% 339
2023
Q3
$353K Buy
2,148
+709
+49% +$117K 0.02% 499
2023
Q2
$281K Sell
1,439
-678
-32% -$132K 0.01% 585
2023
Q1
$433K Buy
2,117
+473
+29% +$96.7K 0.02% 405
2022
Q4
$350K Sell
1,644
-326
-17% -$69.4K 0.02% 436
2022
Q3
$423K Buy
1,970
+62
+3% +$13.3K 0.02% 369
2022
Q2
$490K Buy
1,908
+252
+15% +$64.7K 0.03% 333
2022
Q1
$416K Buy
1,656
+1
+0.1% +$251 0.02% 411
2021
Q4
$484K Buy
1,655
+48
+3% +$14K 0.02% 383
2021
Q3
$427K Buy
1,607
+12
+0.8% +$3.19K 0.02% 374
2021
Q2
$431K Buy
1,595
+144
+10% +$38.9K 0.02% 360
2021
Q1
$347K Buy
1,451
+323
+29% +$77.2K 0.02% 367
2020
Q4
$253K Sell
1,128
-1,412
-56% -$317K 0.01% 373
2020
Q3
$614K Buy
2,540
+293
+13% +$70.8K 0.04% 243
2020
Q2
$581K Buy
2,247
+53
+2% +$13.7K 0.04% 232
2020
Q1
$478K Sell
2,194
-502
-19% -$109K 0.04% 229
2019
Q4
$620K Buy
2,696
+23
+0.9% +$5.29K 0.05% 214
2019
Q3
$591K Sell
2,673
-60
-2% -$13.3K 0.06% 204
2019
Q2
$559K Buy
2,733
+1,038
+61% +$212K 0.05% 217
2019
Q1
$334K Buy
1,695
+82
+5% +$16.2K 0.03% 263
2018
Q4
$255K Buy
1,613
+54
+3% +$8.54K 0.03% 302
2018
Q3
$227K Buy
1,559
+34
+2% +$4.95K 0.02% 337
2018
Q2
$220K Sell
1,525
-22
-1% -$3.17K 0.02% 325
2018
Q1
$225K Buy
+1,547
New +$225K 0.02% 315