First American 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
Q1 | – | Sell |
-1,908
| Closed | -$350K | – | 241 |
|
2024
Q4 | $350K | Sell |
1,908
-26,759
| -93% | -$4.91M | 0.03% | 177 |
|
2024
Q3 | $6.67M | Buy |
28,667
+513
| +2% | +$119K | 0.66% | 53 |
|
2024
Q2 | $5.47M | Buy |
28,154
+903
| +3% | +$176K | 0.55% | 64 |
|
2024
Q1 | $5.38M | Buy |
27,251
+2,320
| +9% | +$458K | 0.56% | 66 |
|
2023
Q4 | $5.38M | Buy |
24,931
+10,182
| +69% | +$2.2M | 0.67% | 56 |
|
2023
Q3 | $2.43M | Buy |
+14,749
| New | +$2.43M | 0.34% | 78 |
|
2021
Q2 | – | Sell |
-1,529
| Closed | -$365K | – | 152 |
|
2021
Q1 | $365K | Sell |
1,529
-12,582
| -89% | -$3M | 0.06% | 121 |
|
2020
Q4 | $3.17M | Sell |
14,111
-524
| -4% | -$118K | 0.53% | 66 |
|
2020
Q3 | $3.54M | Buy |
14,635
+403
| +3% | +$97.4K | 0.63% | 58 |
|
2020
Q2 | $3.68M | Buy |
14,232
+479
| +3% | +$124K | 0.72% | 56 |
|
2020
Q1 | $3M | Sell |
13,753
-618
| -4% | -$135K | 0.73% | 50 |
|
2019
Q4 | $3.3M | Sell |
14,371
-13,484
| -48% | -$3.1M | 0.63% | 61 |
|
2019
Q3 | $6.16M | Buy |
27,855
+332
| +1% | +$73.4K | 1.24% | 31 |
|
2019
Q2 | $5.63M | Buy |
27,523
+917
| +3% | +$187K | 1.17% | 29 |
|
2019
Q1 | $5.24M | Buy |
26,606
+16,954
| +176% | +$3.34M | 1.16% | 31 |
|
2018
Q4 | $1.53M | Buy |
9,652
+134
| +1% | +$21.2K | 0.38% | 72 |
|
2018
Q3 | $1.38M | Sell |
9,518
-89
| -0.9% | -$12.9K | 0.31% | 72 |
|
2018
Q2 | $1.39M | Buy |
9,607
+47
| +0.5% | +$6.78K | 0.33% | 74 |
|
2018
Q1 | $1.39M | Buy |
9,560
+6
| +0.1% | +$872 | 0.34% | 75 |
|
2017
Q4 | $1.36M | Sell |
9,554
-7,334
| -43% | -$1.05M | 0.34% | 70 |
|
2017
Q3 | $2.31M | Buy |
16,888
+907
| +6% | +$124K | 0.6% | 61 |
|
2017
Q2 | $2.11M | Buy |
+15,981
| New | +$2.11M | 0.59% | 66 |
|