JIC
Joel Isaacson & Co’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
6,281
-155
| -2% | -$34.3K | 0.06% | 139 |
|
|
2025
Q1 | $1.4M | Buy |
6,436
+405
| +7% | +$88.1K | 0.06% | 129 |
|
|
2024
Q4 | $1.11M | Buy |
6,031
+900
| +18% | +$165K | 0.05% | 140 |
|
|
2024
Q3 | $1.19M | Sell |
5,131
-124
| -2% | -$28.8K | 0.06% | 128 |
|
|
2024
Q2 | $1.02M | Buy |
5,255
+292
| +6% | +$56.8K | 0.05% | 132 |
|
|
2024
Q1 | $981K | Buy |
4,963
+228
| +5% | +$45.1K | 0.05% | 137 |
|
|
2023
Q4 | $1.02M | Sell |
4,735
-17
| -0.4% | -$3.67K | 0.06% | 127 |
|
|
2023
Q3 | $781K | Sell |
4,752
-949
| -17% | -$156K | 0.05% | 136 |
|
|
2023
Q2 | $1.11M | Sell |
5,701
-21
| -0.4% | -$4.07K | 0.07% | 114 |
|
|
2023
Q1 | $1.17M | Hold |
5,722
| – | – | 0.08% | 103 |
|
|
2022
Q4 | $1.21M | Buy |
5,722
+6
| +0.1% | +$1.27K | 0.09% | 93 |
|
|
2022
Q3 | $1.23M | Sell |
5,716
-12
| -0.2% | -$2.58K | 0.11% | 88 |
|
|
2022
Q2 | $1.46M | Buy |
5,728
+13
| +0.2% | +$3.32K | 0.12% | 77 |
|
|
2022
Q1 | $1.45M | Buy |
5,715
+12
| +0.2% | +$3.05K | 0.11% | 86 |
|
|
2021
Q4 | $1.67M | Sell |
5,703
-5
| -0.1% | -$1.46K | 0.11% | 84 |
|
|
2021
Q3 | $1.52M | Buy |
5,708
+163
| +3% | +$43.3K | 0.11% | 87 |
|
|
2021
Q2 | $1.5M | Sell |
5,545
-65
| -1% | -$17.6K | 0.12% | 79 |
|
|
2021
Q1 | $1.34M | Buy |
5,610
+34
| +0.6% | +$8.13K | 0.12% | 80 |
|
|
2020
Q4 | $1.25M | Sell |
5,576
-10
| -0.2% | -$2.25K | 0.12% | 78 |
|
|
2020
Q3 | $1.35M | Buy |
5,586
+11
| +0.2% | +$2.66K | 0.18% | 66 |
|
|
2020
Q2 | $1.44M | Buy |
5,575
+11
| +0.2% | +$2.84K | 0.21% | 52 |
|
|
2020
Q1 | $1.21M | Buy |
5,564
+80
| +1% | +$17.4K | 0.21% | 53 |
|
|
2019
Q4 | $1.26M | Hold |
5,484
| – | – | 0.17% | 60 |
|
|
2019
Q3 | $1.21M | Sell |
5,484
-18
| -0.3% | -$3.98K | 0.17% | 56 |
|
|
2019
Q2 | $1.13M | Sell |
5,502
-7
| -0.1% | -$1.43K | 0.16% | 64 |
|
|
2019
Q1 | $1.09M | Sell |
5,509
-237
| -4% | -$46.7K | 0.16% | 77 |
|
|
2018
Q4 | $927K | Buy |
5,746
+286
| +5% | +$46.1K | 0.15% | 83 |
|
|
2018
Q3 | $793K | Hold |
5,460
| – | – | 0.12% | 85 |
|
|
2018
Q2 | $787K | Hold |
5,460
| – | – | 0.13% | 80 |
|
|
2018
Q1 | $794K | Hold |
5,460
| – | – | 0.14% | 80 |
|
|
2017
Q4 | $779K | Sell |
5,460
-150
| -3% | -$21.4K | 0.14% | 82 |
|
|
2017
Q3 | $767K | Hold |
5,610
| – | – | 0.14% | 77 |
|
|
2017
Q2 | $742K | Hold |
5,610
| – | – | 0.14% | 72 |
|
|
2017
Q1 | $682K | Buy |
+5,610
| New | +$682K | 0.13% | 75 |
|
|
2016
Q4 | – | Sell |
-5,610
| Closed | -$636K | – | 641 |
|
|
2016
Q3 | $636K | Hold |
5,610
| – | – | 0.13% | 73 |
|
|
2016
Q2 | $637K | Buy |
5,610
+135
| +2% | +$15.3K | 0.14% | 72 |
|
|
2016
Q1 | $560K | Hold |
5,475
| – | – | 0.12% | 79 |
|
|
2015
Q4 | $531K | Hold |
5,475
| – | – | 0.13% | 76 |
|
|
2015
Q3 | $482K | Sell |
5,475
-97
| -2% | -$8.54K | 0.13% | 71 |
|
|
2015
Q2 | $520K | Buy |
5,572
+97
| +2% | +$9.05K | 0.13% | 75 |
|
|
2015
Q1 | $515K | Hold |
5,475
| – | – | 0.13% | 75 |
|
|
2014
Q4 | $541K | Buy |
5,475
+5,275
| +2,638% | +$521K | 0.15% | 69 |
|
|
2014
Q3 | $19K | Hold |
200
| – | – | 0.01% | 423 |
|
|
2014
Q2 | $18K | Hold |
200
| – | – | 0.01% | 419 |
|
|
2014
Q1 | $16K | Hold |
200
| – | – | 0.01% | 433 |
|
|
2013
Q4 | $16K | Hold |
200
| – | – | 0.01% | 394 |
|
|
2013
Q3 | $15K | Hold |
200
| – | – | 0.01% | 380 |
|
|
2013
Q2 | $15K | Buy |
+200
| New | +$15K | 0.01% | 355 |
|