KFS
Kurt F. Somerville’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
1,205
-500
| -29% | -$111K | 0.04% | 101 |
|
|
2025
Q1 | $371K | Buy |
+1,705
| New | +$371K | 0.06% | 83 |
|
|
2022
Q3 | – | Sell |
-808
| Closed | -$207K | – | 115 |
|
|
2022
Q2 | $207K | Hold |
808
| – | – | 0.04% | 113 |
|
|
2022
Q1 | $203K | Hold |
808
| – | – | 0.03% | 121 |
|
|
2021
Q4 | $236K | Buy |
+808
| New | +$236K | 0.03% | 124 |
|
|
2020
Q3 | – | Sell |
-1,050
| Closed | -$271K | – | 108 |
|
|
2020
Q2 | $271K | Hold |
1,050
| – | – | 0.05% | 100 |
|
|
2020
Q1 | $229K | Hold |
1,050
| – | – | 0.05% | 95 |
|
|
2019
Q4 | $241K | Hold |
1,050
| – | – | 0.05% | 90 |
|
|
2019
Q3 | $232K | Hold |
1,050
| – | – | 0.05% | 95 |
|
|
2019
Q2 | $215K | Hold |
1,050
| – | – | 0.04% | 98 |
|
|
2019
Q1 | $207K | Buy |
+1,050
| New | +$207K | 0.04% | 108 |
|
|
2016
Q1 | – | Sell |
-650
| Closed | -$63K | – | 113 |
|
|
2015
Q4 | $63K | Sell |
650
-250
| -28% | -$24.2K | 0.01% | 123 |
|
|
2015
Q3 | $79K | Buy |
900
+650
| +260% | +$57.1K | 0.02% | 124 |
|
|
2015
Q2 | $23K | Buy |
+250
| New | +$23K | 0.01% | 135 |
|