Howe & Rusling’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
$368K Sell
1,666
-103
-6% -$22.8K 0.03% 204
2025
Q1
$385K Sell
1,769
-317
-15% -$69K 0.03% 185
2024
Q4
$383K Sell
2,086
-219
-10% -$40.2K 0.03% 186
2024
Q3
$536K Sell
2,305
-167
-7% -$38.8K 0.05% 150
2024
Q2
$481K Sell
2,472
-26,808
-92% -$5.21M 0.04% 151
2024
Q1
$5.79M Buy
29,280
+839
+3% +$166K 0.55% 62
2023
Q4
$6.14M Sell
28,441
-470
-2% -$101K 0.65% 57
2023
Q3
$4.75M Buy
28,911
+15,261
+112% +$2.51M 0.56% 64
2023
Q2
$2.65M Sell
13,650
-136
-1% -$26.4K 0.3% 79
2023
Q1
$2.82M Buy
13,786
+85
+0.6% +$17.4K 0.34% 72
2022
Q4
$2.9M Sell
13,701
-851
-6% -$180K 0.36% 70
2022
Q3
$3.12M Buy
14,552
+13
+0.1% +$2.79K 0.41% 66
2022
Q2
$3.72M Buy
14,539
+1,363
+10% +$348K 0.47% 66
2022
Q1
$3.31M Buy
13,176
+477
+4% +$120K 0.38% 70
2021
Q4
$3.71M Buy
12,699
+342
+3% +$100K 0.44% 67
2021
Q3
$3.28M Buy
12,357
+537
+5% +$143K 0.41% 69
2021
Q2
$3.19M Buy
11,820
+428
+4% +$116K 0.4% 70
2021
Q1
$2.72M Buy
11,392
+1,897
+20% +$453K 0.37% 72
2020
Q4
$2.13M Buy
9,495
+9,378
+8,015% +$2.1M 0.32% 72
2020
Q3
$28K Buy
117
+14
+14% +$3.35K ﹤0.01% 316
2020
Q2
$27K Sell
103
-137
-57% -$35.9K 0.01% 313
2020
Q1
$52K Sell
240
-8
-3% -$1.73K 0.01% 252
2019
Q4
$57K Sell
248
-6
-2% -$1.38K 0.01% 281
2019
Q3
$56K Sell
254
-10
-4% -$2.21K 0.01% 285
2019
Q2
$54K Buy
264
+9
+4% +$1.84K 0.01% 289
2019
Q1
$50K Sell
255
-102
-29% -$20K 0.01% 286
2018
Q4
$56K Sell
357
-33
-8% -$5.18K 0.01% 248
2018
Q3
$57K Buy
390
+283
+264% +$41.4K 0.01% 254
2018
Q2
$15K Sell
107
-1,554
-94% -$218K ﹤0.01% 391
2018
Q1
$241K Sell
1,661
-22
-1% -$3.19K 0.04% 157
2017
Q4
$240K Buy
1,683
+829
+97% +$118K 0.04% 165
2017
Q3
$117K Buy
854
+804
+1,608% +$110K 0.02% 228
2017
Q2
$7K Buy
50
+10
+25% +$1.4K ﹤0.01% 541
2017
Q1
$5K Hold
40
﹤0.01% 648
2016
Q4
$4K Hold
40
﹤0.01% 704
2016
Q3
$5K Buy
+40
New +$5K ﹤0.01% 654
2014
Q2
Sell
-935
Closed -$77K 823
2014
Q1
$77K Buy
+935
New +$77K 0.02% 247
2013
Q4
Sell
-1,046
Closed -$78K 800
2013
Q3
$78K Hold
1,046
0.03% 235
2013
Q2
$77K Buy
+1,046
New +$77K 0.02% 261