Gradient Investments’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-62,551
| Closed | -$13.8M | – | 371 |
|
|
2025
Q2 | $13.8M | Sell |
62,551
-1,537
| -2% | -$332K | 0.25% | 119 |
|
|
2025
Q1 | $13.9M | Sell |
64,088
-2,063
| -3% | -$405K | 0.28% | 109 |
|
|
2024
Q4 | $12.1M | Buy |
66,151
+4,416
| +7% | +$915K | 0.25% | 127 |
|
|
2024
Q3 | $14.4M | Sell |
61,735
-20,180
| -25% | -$4.47M | 0.3% | 104 |
|
|
2024
Q2 | $15.9M | Sell |
81,915
-2,581
| -3% | -$482K | 0.36% | 93 |
|
|
2024
Q1 | $16.7M | Sell |
84,496
-165
| -0.2% | -$32.9K | 0.39% | 89 |
|
|
2023
Q4 | $18.3M | Buy |
84,661
+2,865
| +4% | +$541K | 0.44% | 69 |
|
|
2023
Q3 | $13.5M | Sell |
81,796
-495
| -0.6% | -$90.4K | 0.36% | 100 |
|
|
2023
Q2 | $16M | Buy |
82,291
+7,939
| +11% | +$1.55M | 0.41% | 84 |
|
|
2023
Q1 | $15.2M | Buy |
74,352
+5,470
| +8% | +$1.15M | 0.41% | 82 |
|
|
2022
Q4 | $14.6M | Buy |
68,882
+9,747
| +16% | +$2.03M | 0.46% | 67 |
|
|
2022
Q3 | $12.7M | Buy |
59,135
+2,372
| +4% | +$609K | 0.39% | 66 |
|
|
2022
Q2 | $14.5M | Buy |
56,763
+730
| +1% | +$183K | 0.42% | 50 |
|
|
2022
Q1 | $14.1M | Buy |
56,033
+10,783
| +24% | +$2.63M | 0.36% | 73 |
|
|
2021
Q4 | $13.2M | Buy |
45,250
+44,981
| +16,722% | +$12.3M | 0.34% | 88 |
|
|
2021
Q3 | $71K | Sell |
269
-45,069
| -99% | -$12.8M | ﹤0.01% | 422 |
|
|
2021
Q2 | $12.2M | Buy |
45,338
+730
| +2% | +$186K | 0.36% | 66 |
|
|
2021
Q1 | $10.7M | Buy |
44,608
+44,536
| +61,856% | +$9.92M | 0.35% | 82 |
|
|
2020
Q4 | $17K | Hold |
72
| – | – | ﹤0.01% | 596 |
|
|
2020
Q3 | $17K | Buy |
72
+56
| +350% | +$14.2K | ﹤0.01% | 600 |
|
|
2020
Q2 | $4K | Sell |
16
-4
| -20% | -$990 | ﹤0.01% | 760 |
|
|
2020
Q1 | $4K | Buy |
20
+4
| +25% | +$931 | ﹤0.01% | 796 |
|
|
2019
Q4 | $4K | Sell |
16
-54
| -77% | -$11.8K | ﹤0.01% | 836 |
|
|
2019
Q3 | $15K | Buy |
70
+65
| +1,300% | +$14.2K | ﹤0.01% | 566 |
|
|
2019
Q2 | $1K | Sell |
5
-15
| -75% | -$3.02K | ﹤0.01% | 921 |
|
|
2019
Q1 | $4K | Buy |
20
+15
| +300% | +$2.63K | ﹤0.01% | 662 |
|
|
2018
Q4 | $1K | Sell |
5
-83
| -94% | -$13K | ﹤0.01% | 847 |
|
|
2018
Q3 | $13K | Hold |
88
| – | – | ﹤0.01% | 575 |
|
|
2018
Q2 | $13K | Buy |
88
+1
| +1% | +$139 | ﹤0.01% | 557 |
|
|
2018
Q1 | $13K | Buy |
87
+75
| +625% | +$10.6K | ﹤0.01% | 568 |
|
|
2017
Q4 | $2K | Buy |
+12
| New | +$1.71K | ﹤0.01% | 790 |
|
|
2017
Q3 | – | Sell |
-38
| Closed | -$5K | – | 256 |
|
|
2017
Q2 | $5K | Buy |
+38
| New | +$4.87K | ﹤0.01% | 565 |
|
|
2016
Q1 | – | Sell |
-72
| Closed | -$7K | – | 724 |
|
|
2015
Q4 | $7K | Sell |
72
-106
| -60% | -$10.3K | ﹤0.01% | 437 |
|
|
2015
Q3 | $16K | Hold |
178
| – | – | ﹤0.01% | 330 |
|
|
2015
Q2 | $17K | Sell |
178
-41
| -19% | -$3.88K | ﹤0.01% | 319 |
|
|
2015
Q1 | $21K | Buy |
+219
| New | +$21.3K | ﹤0.01% | 321 |
|
Other funds holding AMT
