Jones Financial Companies’s American Tower AMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $43.2M | Buy |
197,235
+26,247
| +15% | +$5.75M | 0.03% | 160 |
|
2025
Q1 | $37M | Buy |
170,988
+26,507
| +18% | +$5.74M | 0.03% | 146 |
|
2024
Q4 | $26.5M | Buy |
144,481
+22,260
| +18% | +$4.08M | 0.03% | 142 |
|
2024
Q3 | $28.3M | Buy |
122,221
+30,312
| +33% | +$7.02M | 0.03% | 108 |
|
2024
Q2 | $17.9M | Buy |
91,909
+24,737
| +37% | +$4.81M | 0.02% | 108 |
|
2024
Q1 | $13.3M | Buy |
67,172
+3,962
| +6% | +$783K | 0.02% | 98 |
|
2023
Q4 | $13.6M | Buy |
63,210
+2,052
| +3% | +$443K | 0.02% | 85 |
|
2023
Q3 | $10.1M | Buy |
61,158
+2,723
| +5% | +$448K | 0.02% | 90 |
|
2023
Q2 | $11.3M | Buy |
58,435
+2,964
| +5% | +$575K | 0.02% | 87 |
|
2023
Q1 | $11.3M | Sell |
55,471
-4,693
| -8% | -$959K | 0.02% | 84 |
|
2022
Q4 | $12.7M | Buy |
60,164
+648
| +1% | +$137K | 0.02% | 82 |
|
2022
Q3 | $12.8M | Buy |
59,516
+467
| +0.8% | +$100K | 0.02% | 73 |
|
2022
Q2 | $15.1M | Sell |
59,049
-4,787
| -7% | -$1.22M | 0.03% | 68 |
|
2022
Q1 | $16M | Buy |
63,836
+2,619
| +4% | +$658K | 0.02% | 73 |
|
2021
Q4 | $17.9M | Sell |
61,217
-243
| -0.4% | -$71.1K | 0.03% | 71 |
|
2021
Q3 | $16.3M | Sell |
61,460
-593
| -1% | -$157K | 0.02% | 70 |
|
2021
Q2 | $16.8M | Buy |
62,053
+1,098
| +2% | +$297K | 0.03% | 71 |
|
2021
Q1 | $14.6M | Buy |
60,955
+2,488
| +4% | +$595K | 0.02% | 73 |
|
2020
Q4 | $13.1M | Buy |
58,467
+3,752
| +7% | +$842K | 0.02% | 80 |
|
2020
Q3 | $13.2M | Buy |
54,715
+4,034
| +8% | +$975K | 0.03% | 71 |
|
2020
Q2 | $13.1M | Buy |
50,681
+11,601
| +30% | +$3M | 0.03% | 69 |
|
2020
Q1 | $8.51M | Sell |
39,080
-8,678
| -18% | -$1.89M | 0.02% | 87 |
|
2019
Q4 | $11M | Sell |
47,758
-6,875
| -13% | -$1.58M | 0.02% | 79 |
|
2019
Q3 | $12.1M | Sell |
54,633
-2,781
| -5% | -$615K | 0.03% | 72 |
|
2019
Q2 | $11.7M | Sell |
57,414
-14,468
| -20% | -$2.96M | 0.03% | 73 |
|
2019
Q1 | $14.2M | Buy |
71,882
+1,083
| +2% | +$213K | 0.03% | 57 |
|
2018
Q4 | $11.2M | Buy |
70,799
+4,341
| +7% | +$687K | 0.03% | 61 |
|
2018
Q3 | $9.66M | Buy |
66,458
+1,391
| +2% | +$202K | 0.02% | 74 |
|
2018
Q2 | $9.38M | Buy |
65,067
+3,872
| +6% | +$558K | 0.02% | 73 |
|
2018
Q1 | $8.89M | Buy |
61,195
+9,404
| +18% | +$1.37M | 0.02% | 73 |
|
2017
Q4 | $7.39M | Buy |
51,791
+4,921
| +10% | +$702K | 0.02% | 84 |
|
2017
Q3 | $6.41M | Buy |
46,870
+12,736
| +37% | +$1.74M | 0.02% | 87 |
|
2017
Q2 | $4.52M | Buy |
34,134
+17,332
| +103% | +$2.29M | 0.01% | 100 |
|
2017
Q1 | $2.04M | Buy |
16,802
+4,686
| +39% | +$570K | 0.01% | 127 |
|
2016
Q4 | $1.28M | Buy |
12,116
+4,068
| +51% | +$430K | ﹤0.01% | 137 |
|
2016
Q3 | $912K | Buy |
8,048
+101
| +1% | +$11.4K | ﹤0.01% | 147 |
|
2016
Q2 | $903K | Buy |
7,947
+3,052
| +62% | +$347K | ﹤0.01% | 153 |
|
2016
Q1 | $501K | Buy |
+4,895
| New | +$501K | ﹤0.01% | 170 |
|
2013
Q3 | – | Sell |
-206
| Closed | -$15K | – | 720 |
|
2013
Q2 | $15K | Buy |
+206
| New | +$15K | ﹤0.01% | 516 |
|