JGUA
John G. Ullman & Associates’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
52,982
-150
| -0.3% | -$33.2K | 1.74% | 12 |
|
|
2025
Q1 | $11.6M | Buy |
53,132
+6,852
| +15% | +$1.49M | 1.78% | 14 |
|
|
2024
Q4 | $8.49M | Sell |
46,280
-3,591
| -7% | -$659K | 1.25% | 18 |
|
|
2024
Q3 | $11.6M | Sell |
49,871
-2,210
| -4% | -$514K | 1.67% | 14 |
|
|
2024
Q2 | $10.1M | Buy |
52,081
+12,200
| +31% | +$2.37M | 1.54% | 17 |
|
|
2024
Q1 | $7.88M | Buy |
39,881
+9,060
| +29% | +$1.79M | 1.21% | 21 |
|
|
2023
Q4 | $6.65M | Buy |
30,821
+4,471
| +17% | +$965K | 1.06% | 29 |
|
|
2023
Q3 | $4.33M | Sell |
26,350
-16,300
| -38% | -$2.68M | 0.71% | 42 |
|
|
2023
Q2 | $8.27M | Buy |
42,650
+6,135
| +17% | +$1.19M | 1.28% | 19 |
|
|
2023
Q1 | $7.46M | Buy |
36,515
+13,266
| +57% | +$2.71M | 1.16% | 25 |
|
|
2022
Q4 | $4.93M | Buy |
23,249
+7,083
| +44% | +$1.5M | 0.79% | 38 |
|
|
2022
Q3 | $3.47M | Buy |
16,166
+5,700
| +54% | +$1.22M | 0.61% | 48 |
|
|
2022
Q2 | $2.68M | Sell |
10,466
-200
| -2% | -$51.1K | 0.43% | 60 |
|
|
2022
Q1 | $2.68M | Sell |
10,666
-554
| -5% | -$139K | 0.37% | 63 |
|
|
2021
Q4 | $3.28M | Sell |
11,220
-100
| -0.9% | -$29.3K | 0.45% | 61 |
|
|
2021
Q3 | $3M | Sell |
11,320
-150
| -1% | -$39.8K | 0.41% | 59 |
|
|
2021
Q2 | $3.1M | Sell |
11,470
-100
| -0.9% | -$27K | 0.4% | 58 |
|
|
2021
Q1 | $2.77M | Buy |
+11,570
| New | +$2.77M | 0.37% | 60 |
|