Jacobi Capital Management’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 | $1.89M | Buy |
8,560
+246
| +3% | +$54.4K | 0.13% | 160 |
|
|
2025
Q1 | $1.81M | Buy |
8,314
+211
| +3% | +$45.9K | 0.13% | 156 |
|
|
2024
Q4 | $1.49M | Buy |
8,103
+405
| +5% | +$74.3K | 0.11% | 180 |
|
|
2024
Q3 | $1.79M | Buy |
7,698
+65
| +0.9% | +$15.1K | 0.14% | 150 |
|
|
2024
Q2 | $1.48M | Buy |
7,633
+83
| +1% | +$16.1K | 0.13% | 149 |
|
|
2024
Q1 | $1.49M | Buy |
7,550
+608
| +9% | +$120K | 0.14% | 139 |
|
|
2023
Q4 | $1.5M | Sell |
6,942
-26
| -0.4% | -$5.61K | 0.15% | 124 |
|
|
2023
Q3 | $1.15M | Buy |
6,968
+670
| +11% | +$110K | 0.13% | 151 |
|
|
2023
Q2 | $1.22M | Buy |
6,298
+496
| +9% | +$96.2K | 0.14% | 148 |
|
|
2023
Q1 | $1.19M | Buy |
5,802
+641
| +12% | +$131K | 0.14% | 151 |
|
|
2022
Q4 | $1.09M | Buy |
5,161
+510
| +11% | +$108K | 0.14% | 151 |
|
|
2022
Q3 | $998K | Sell |
4,651
-10
| -0.2% | -$2.15K | 0.14% | 152 |
|
|
2022
Q2 | $1.19M | Buy |
4,661
+77
| +2% | +$19.7K | 0.16% | 136 |
|
|
2022
Q1 | $1.15M | Buy |
4,584
+1,655
| +57% | +$416K | 0.14% | 145 |
|
|
2021
Q4 | $857K | Buy |
2,929
+1,208
| +70% | +$353K | 0.1% | 186 |
|
|
2021
Q3 | $456K | Sell |
1,721
-145
| -8% | -$38.4K | 0.06% | 267 |
|
|
2021
Q2 | $504K | Buy |
1,866
+1,112
| +147% | +$300K | 0.07% | 231 |
|
|
2021
Q1 | $180K | Buy |
754
+485
| +180% | +$116K | 0.03% | 362 |
|
|
2020
Q4 | $60K | Sell |
269
-61
| -18% | -$13.6K | 0.01% | 498 |
|
|
2020
Q3 | $80K | Buy |
330
+64
| +24% | +$15.5K | 0.01% | 416 |
|
|
2020
Q2 | $69K | Buy |
266
+21
| +9% | +$5.45K | 0.01% | 415 |
|
|
2020
Q1 | $53K | Buy |
245
+118
| +93% | +$25.5K | 0.01% | 410 |
|
|
2019
Q4 | $29K | Buy |
127
+27
| +27% | +$6.17K | 0.01% | 553 |
|
|
2019
Q3 | $22K | Hold |
100
| – | – | ﹤0.01% | 588 |
|
|
2019
Q2 | $20K | Hold |
100
| – | – | ﹤0.01% | 605 |
|
|
2019
Q1 | $20K | Hold |
100
| – | – | 0.01% | 569 |
|
|
2018
Q4 | $16K | Hold |
100
| – | – | ﹤0.01% | 571 |
|
|
2018
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 637 |
|
|
2018
Q2 | $14K | Hold |
100
| – | – | ﹤0.01% | 647 |
|
|
2018
Q1 | $14K | Hold |
100
| – | – | ﹤0.01% | 632 |
|
|
2017
Q4 | $14K | Sell |
100
-160
| -62% | -$22.4K | ﹤0.01% | 607 |
|
|
2017
Q3 | $36K | Hold |
260
| – | – | 0.01% | 404 |
|
|
2017
Q2 | $34K | Buy |
260
+9
| +4% | +$1.18K | 0.01% | 361 |
|
|
2017
Q1 | $30K | Hold |
251
| – | – | 0.02% | 301 |
|
|
2016
Q4 | $26K | Hold |
251
| – | – | 0.02% | 291 |
|
|
2016
Q3 | $28K | Hold |
251
| – | – | 0.01% | 323 |
|
|
2016
Q2 | $28K | Buy |
+251
| New | +$28K | 0.01% | 303 |
|