Great Diamond Partners’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 | $523K | Buy |
+2,365
| New | +$523K | 0.11% | 147 |
|
|
2023
Q1 | – | Sell |
-5,808
| Closed | -$1.23M | – | 215 |
|
|
2022
Q4 | $1.23M | Sell |
5,808
-247
| -4% | -$52.3K | 0.38% | 65 |
|
|
2022
Q3 | $1.3M | Sell |
6,055
-41
| -0.7% | -$8.8K | 0.44% | 59 |
|
|
2022
Q2 | $1.56M | Buy |
6,096
+120
| +2% | +$30.7K | 0.52% | 51 |
|
|
2022
Q1 | $1.5M | Sell |
5,976
-263
| -4% | -$66.1K | 0.42% | 61 |
|
|
2021
Q4 | $1.82M | Sell |
6,239
-1,334
| -18% | -$390K | 0.47% | 58 |
|
|
2021
Q3 | $2.01M | Buy |
7,573
+242
| +3% | +$64.2K | 0.55% | 50 |
|
|
2021
Q2 | $1.98M | Sell |
7,331
-30
| -0.4% | -$8.1K | 0.56% | 52 |
|
|
2021
Q1 | $1.76M | Sell |
7,361
-2,797
| -28% | -$668K | 0.54% | 55 |
|
|
2020
Q4 | $2.27M | Sell |
10,158
-1,314
| -11% | -$294K | 0.72% | 40 |
|
|
2020
Q3 | $2.77M | Buy |
11,472
+420
| +4% | +$102K | 1.02% | 25 |
|
|
2020
Q2 | $2.86M | Sell |
11,052
-507
| -4% | -$131K | 1.18% | 21 |
|
|
2020
Q1 | $2.52M | Buy |
11,559
+558
| +5% | +$121K | 1.3% | 22 |
|
|
2019
Q4 | $2.53M | Buy |
+11,001
| New | +$2.53M | 0.96% | 24 |
|