JSAM
J. Safra Asset Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Buy |
1,942
+1,806
| +1,328% | +$393K | 0.03% | 90 |
|
|
2025
Q1 | $29.6K | Sell |
136
-62
| -31% | -$13.5K | ﹤0.01% | 179 |
|
|
2024
Q4 | $36K | Hold |
198
| – | – | ﹤0.01% | 209 |
|
|
2024
Q3 | $45.6K | Hold |
198
| – | – | ﹤0.01% | 160 |
|
|
2024
Q2 | $38.5K | Sell |
198
-332
| -63% | -$64.5K | ﹤0.01% | 157 |
|
|
2024
Q1 | $105K | Sell |
530
-20
| -4% | -$3.95K | 0.01% | 65 |
|
|
2023
Q4 | $119K | Buy |
550
+33
| +6% | +$7.12K | 0.02% | 65 |
|
|
2023
Q3 | $85K | Sell |
517
-118
| -19% | -$19.4K | 0.01% | 73 |
|
|
2023
Q2 | $123K | Hold |
635
| – | – | 0.02% | 72 |
|
|
2023
Q1 | $130K | Buy |
635
+511
| +412% | +$104K | 0.02% | 65 |
|
|
2022
Q4 | $26K | Buy |
124
+107
| +629% | +$22.4K | ﹤0.01% | 44 |
|
|
2022
Q3 | $0 | Buy |
+17
| New | – | ﹤0.01% | 39 |
|
|
2022
Q2 | – | Sell |
-55
| Closed | – | – | 38 |
|
|
2022
Q1 | $0 | Buy |
+55
| New | – | ﹤0.01% | 51 |
|