HHGA
Halbert Hargrove Global Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13
| Closed | -$2.81K | – | 321 |
|
|
2025
Q1 | $2.81K | Buy |
+13
| New | +$2.81K | ﹤0.01% | 351 |
|
|
2023
Q2 | – | Sell |
-1,222
| Closed | -$250K | – | 95 |
|
|
2023
Q1 | $250K | Sell |
1,222
-61
| -5% | -$12.5K | 0.02% | 130 |
|
|
2022
Q4 | $272K | Sell |
1,283
-90
| -7% | -$19.1K | 0.02% | 111 |
|
|
2022
Q3 | $295K | Buy |
1,373
+134
| +11% | +$28.8K | 0.02% | 103 |
|
|
2022
Q2 | $317K | Buy |
1,239
+1
| +0.1% | +$256 | 0.02% | 98 |
|
|
2022
Q1 | $311K | Buy |
1,238
+1
| +0.1% | +$251 | 0.02% | 109 |
|
|
2021
Q4 | $362K | Buy |
1,237
+78
| +7% | +$22.8K | 0.02% | 94 |
|
|
2021
Q3 | $308K | Buy |
1,159
+15
| +1% | +$3.99K | 0.02% | 97 |
|
|
2021
Q2 | $309K | Buy |
1,144
+66
| +6% | +$17.8K | 0.02% | 105 |
|
|
2021
Q1 | $258K | Sell |
1,078
-3
| -0.3% | -$718 | 0.02% | 101 |
|
|
2020
Q4 | $243K | Buy |
1,081
+49
| +5% | +$11K | 0.02% | 94 |
|
|
2020
Q3 | $249K | Buy |
1,032
+15
| +1% | +$3.62K | 0.02% | 78 |
|
|
2020
Q2 | $263K | Sell |
1,017
-60
| -6% | -$15.5K | 0.04% | 68 |
|
|
2020
Q1 | $235K | Sell |
1,077
-15
| -1% | -$3.27K | 0.04% | 62 |
|
|
2019
Q4 | $251K | Sell |
1,092
-155
| -12% | -$35.6K | 0.06% | 56 |
|
|
2019
Q3 | $276K | Sell |
1,247
-1
| -0.1% | -$221 | 0.07% | 56 |
|
|
2019
Q2 | $255K | Sell |
1,248
-13
| -1% | -$2.66K | 0.07% | 58 |
|
|
2019
Q1 | $248K | Sell |
1,261
-8
| -0.6% | -$1.57K | 0.87% | 31 |
|
|
2018
Q4 | $201K | Buy |
+1,269
| New | +$201K | 0.05% | 71 |
|
|
2017
Q2 | – | Sell |
-1,969
| Closed | -$239K | – | 68 |
|
|
2017
Q1 | $239K | Buy |
+1,969
| New | +$239K | 0.06% | 69 |
|
|
2016
Q3 | – | Sell |
-1,891
| Closed | -$215K | – | 69 |
|
|
2016
Q2 | $215K | Sell |
1,891
-658
| -26% | -$74.8K | 0.06% | 68 |
|
|
2016
Q1 | $261K | Sell |
2,549
-900
| -26% | -$92.2K | 0.09% | 59 |
|
|
2015
Q4 | $334K | Sell |
3,449
-109
| -3% | -$10.6K | 0.14% | 54 |
|
|
2015
Q3 | $313K | Sell |
3,558
-4,016
| -53% | -$353K | 0.15% | 56 |
|
|
2015
Q2 | $707K | Sell |
7,574
-324
| -4% | -$30.2K | 0.17% | 46 |
|
|
2015
Q1 | $744K | Buy |
7,898
+3,263
| +70% | +$307K | 0.24% | 45 |
|
|
2014
Q4 | $458K | Sell |
4,635
-81
| -2% | -$8K | 0.23% | 44 |
|
|
2014
Q3 | $442K | Buy |
4,716
+2,070
| +78% | +$194K | 0.12% | 63 |
|
|
2014
Q2 | $238K | Buy |
2,646
+139
| +6% | +$12.5K | 0.07% | 105 |
|
|
2014
Q1 | $205K | Sell |
2,507
-5
| -0.2% | -$409 | 0.06% | 113 |
|
|
2013
Q4 | $201K | Buy |
+2,512
| New | +$201K | 0.06% | 123 |
|