GIM
Grassi Investment Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
49,967
-550
| -1% | -$122K | 0.88% | 29 |
|
|
2025
Q1 | $11M | Sell |
50,517
-375
| -0.7% | -$81.6K | 1.02% | 29 |
|
|
2024
Q4 | $9.33M | Sell |
50,892
-2,525
| -5% | -$463K | 0.8% | 36 |
|
|
2024
Q3 | $12.4M | Sell |
53,417
-875
| -2% | -$203K | 1.07% | 27 |
|
|
2024
Q2 | $10.6M | Sell |
54,292
-300
| -0.5% | -$58.3K | 0.94% | 30 |
|
|
2024
Q1 | $10.8M | Hold |
54,592
| – | – | 0.98% | 32 |
|
|
2023
Q4 | $11.8M | Buy |
54,592
+245
| +0.5% | +$52.9K | 1.24% | 22 |
|
|
2023
Q3 | $8.94M | Buy |
54,347
+1,300
| +2% | +$214K | 1.03% | 33 |
|
|
2023
Q2 | $10.3M | Buy |
53,047
+300
| +0.6% | +$58.2K | 1.13% | 31 |
|
|
2023
Q1 | $10.8M | Buy |
52,747
+525
| +1% | +$107K | 1.34% | 27 |
|
|
2022
Q4 | $11.1M | Sell |
52,222
-25
| -0% | -$5.3K | 1.49% | 23 |
|
|
2022
Q3 | $11.2M | Buy |
52,247
+25
| +0% | +$5.37K | 1.63% | 19 |
|
|
2022
Q2 | $13.3M | Sell |
52,222
-125
| -0.2% | -$31.9K | 1.76% | 12 |
|
|
2022
Q1 | $13.2M | Buy |
52,347
+840
| +2% | +$211K | 1.37% | 22 |
|
|
2021
Q4 | $15.1M | Sell |
51,507
-200
| -0.4% | -$58.5K | 1.51% | 18 |
|
|
2021
Q3 | $13.7M | Buy |
51,707
+150
| +0.3% | +$39.8K | 1.54% | 18 |
|
|
2021
Q2 | $13.9M | Sell |
51,557
-300
| -0.6% | -$81K | 1.51% | 19 |
|
|
2021
Q1 | $12.4M | Buy |
51,857
+10
| +0% | +$2.39K | 1.41% | 22 |
|
|
2020
Q4 | $11.6M | Buy |
51,847
+1,780
| +4% | +$400K | 1.48% | 23 |
|
|
2020
Q3 | $12.1M | Buy |
50,067
+1,070
| +2% | +$259K | 1.72% | 13 |
|
|
2020
Q2 | $12.7M | Buy |
48,997
+500
| +1% | +$129K | 1.83% | 10 |
|
|
2020
Q1 | $10.6M | Sell |
48,497
-23
| -0% | -$5.01K | 1.85% | 13 |
|
|
2019
Q4 | $11.2M | Buy |
48,520
+125
| +0.3% | +$28.7K | 1.51% | 22 |
|
|
2019
Q3 | $10.7M | Hold |
48,395
| – | – | 1.6% | 20 |
|
|
2019
Q2 | $9.89M | Sell |
48,395
-50
| -0.1% | -$10.2K | 1.46% | 23 |
|
|
2019
Q1 | $9.55M | Sell |
48,445
-6,995
| -13% | -$1.38M | 1.41% | 21 |
|
|
2018
Q4 | $8.77M | Hold |
55,440
| – | – | 1.51% | 21 |
|
|
2018
Q3 | $8.06M | Sell |
55,440
-13
| -0% | -$1.89K | 1.19% | 33 |
|
|
2018
Q2 | $8M | Buy |
55,453
+195
| +0.4% | +$28.1K | 1.28% | 24 |
|
|
2018
Q1 | $8.03M | Buy |
55,258
+420
| +0.8% | +$61K | 1.3% | 23 |
|
|
2017
Q4 | $7.82M | Buy |
54,838
+80
| +0.1% | +$11.4K | 1.27% | 27 |
|
|
2017
Q3 | $7.48M | Buy |
54,758
+20
| +0% | +$2.73K | 1.26% | 28 |
|
|
2017
Q2 | $7.24M | Sell |
54,738
-112
| -0.2% | -$14.8K | 1.28% | 29 |
|
|
2017
Q1 | $6.67M | Buy |
54,850
+2,805
| +5% | +$341K | 1.16% | 40 |
|
|
2016
Q4 | $5.5M | Buy |
+52,045
| New | +$5.5M | 1% | 43 |
|