Heard Capital LLC’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
$182M Buy
825,210
+23,998
+3% +$5.3M 9.53% 3
2025
Q1
$174M Sell
801,212
-156,866
-16% -$34.1M 10.36% 3
2024
Q4
$176M Buy
958,078
+167,753
+21% +$30.8M 10.45% 2
2024
Q3
$184M Sell
790,325
-223,368
-22% -$51.9M 10.3% 3
2024
Q2
$197M Buy
1,013,693
+66,525
+7% +$12.9M 12.02% 1
2024
Q1
$187M Buy
947,168
+188,370
+25% +$37.2M 11.72% 1
2023
Q4
$164M Sell
758,798
-165,757
-18% -$35.8M 10.87% 1
2023
Q3
$152M Buy
924,555
+167,910
+22% +$27.6M 11.21% 1
2023
Q2
$147M Buy
756,645
+72,565
+11% +$14.1M 11.15% 1
2023
Q1
$140M Buy
684,080
+279,778
+69% +$57.2M 11.51% 1
2022
Q4
$85.7M Buy
404,302
+113,727
+39% +$24.1M 9.12% 3
2022
Q3
$62.4M Buy
290,575
+31,420
+12% +$6.75M 7.3% 6
2022
Q2
$66.2M Sell
259,155
-153,513
-37% -$39.2M 7.1% 6
2022
Q1
$104M Buy
412,668
+208,637
+102% +$52.4M 9.48% 3
2021
Q4
$59.7M Buy
204,031
+58,111
+40% +$17M 9.33% 4
2021
Q3
$38.7M Sell
145,920
-796
-0.5% -$211K 7.51% 5
2021
Q2
$39.6M Sell
146,716
-1,274
-0.9% -$344K 8.98% 4
2021
Q1
$35.4M Buy
147,990
+10,571
+8% +$2.53M 9.92% 2
2020
Q4
$30.8M Buy
137,419
+39,054
+40% +$8.77M 10.24% 1
2020
Q3
$23.8M Buy
98,365
+21,850
+29% +$5.28M 9.79% 4
2020
Q2
$19.8M Buy
76,515
+5,822
+8% +$1.51M 9.71% 4
2020
Q1
$15.4M Buy
70,693
+9,716
+16% +$2.12M 9.16% 5
2019
Q4
$14M Buy
+60,977
New +$14M 6.61% 3