JMFC
J.M. Forbes & Co’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
1,128
+73
| +7% | +$16.1K | 0.02% | 131 |
|
|
2025
Q1 | $230K | Buy |
+1,055
| New | +$230K | 0.02% | 135 |
|
|
2024
Q4 | – | Sell |
-1,055
| Closed | -$245K | – | 142 |
|
|
2024
Q3 | $245K | Sell |
1,055
-2
| -0.2% | -$465 | 0.02% | 132 |
|
|
2024
Q2 | $205K | Hold |
1,057
| – | – | 0.02% | 131 |
|
|
2024
Q1 | $209K | Hold |
1,057
| – | – | 0.02% | 128 |
|
|
2023
Q4 | $228K | Buy |
+1,057
| New | +$228K | 0.03% | 124 |
|
|
2022
Q4 | – | Sell |
-23,092
| Closed | -$4.96M | – | 109 |
|
|
2022
Q3 | $4.96M | Buy |
23,092
+258
| +1% | +$55.4K | 0.78% | 45 |
|
|
2022
Q2 | $5.84M | Sell |
22,834
-62
| -0.3% | -$15.8K | 0.86% | 44 |
|
|
2022
Q1 | $5.75M | Sell |
22,896
-352
| -2% | -$88.4K | 0.73% | 47 |
|
|
2021
Q4 | $6.8M | Buy |
23,248
+28
| +0.1% | +$8.19K | 0.78% | 47 |
|
|
2021
Q3 | $6.16M | Buy |
23,220
+207
| +0.9% | +$54.9K | 0.78% | 45 |
|
|
2021
Q2 | $6.22M | Buy |
23,013
+27
| +0.1% | +$7.29K | 0.78% | 45 |
|
|
2021
Q1 | $5.5M | Buy |
22,986
+511
| +2% | +$122K | 0.77% | 42 |
|
|
2020
Q4 | $5.05M | Buy |
22,475
+137
| +0.6% | +$30.8K | 0.74% | 40 |
|
|
2020
Q3 | $5.4M | Buy |
+22,338
| New | +$5.4M | 0.86% | 39 |
|