Lederer & Associates Investment Counsel’s American Tower AMT Stock Holding History

Lederer & Associates Investment Counsel’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$843K	Sell	3,812 -176	-4%	-$38.9K	0.56%	61
2025 Q1	$868K	Sell	3,988 -76	-2%	-$16.5K	0.64%	54
2024 Q4	$745K	Sell	4,064 -156	-4%	-$28.6K	0.52%	64
2024 Q3	$981K	Hold	4,220	–	–	0.69%	50
2024 Q2	$820K	Hold	4,220	–	–	0.59%	59
2024 Q1	$834K	Buy	4,220 +93	+2%	+$18.4K	0.58%	61
2023 Q4	$891K	Sell	4,127 -133	-3%	-$28.7K	0.66%	57
2023 Q3	$701K	Buy	4,260 +23	+0.5%	+$3.79K	0.56%	63
2023 Q2	$822K	Sell	4,237 -151	-3%	-$29.3K	0.62%	57
2023 Q1	$897K	Hold	4,388	–	–	0.69%	52
2022 Q4	$930K	Buy	4,388 +214	+5%	+$45.4K	0.76%	50
2022 Q3	$896K	Buy	4,174 +33	+0.8%	+$7.08K	0.76%	52
2022 Q2	$1.06M	Sell	4,141 -1,573	-28%	-$402K	0.82%	50
2022 Q1	$1.44M	Buy	5,714 +3	+0.1%	+$753	0.88%	39
2021 Q4	$1.67M	Buy	5,711 +977	+21%	+$286K	0.97%	37
2021 Q3	$1.26M	Buy	4,734 +374	+9%	+$99.2K	0.81%	45
2021 Q2	$1.18M	Sell	4,360 -276	-6%	-$74.6K	0.78%	47
2021 Q1	$1.11M	Sell	4,636 -15	-0.3%	-$3.59K	0.78%	50
2020 Q4	$1.04M	Buy	4,651 +100	+2%	+$22.4K	0.8%	47
2020 Q3	$1.1M	Buy	4,551 +134	+3%	+$32.4K	0.92%	45
2020 Q2	$1.14M	Buy	4,417 +16	+0.4%	+$4.14K	1.07%	40
2020 Q1	$958K	Buy	4,401 +2,366	+116%	+$515K	1.08%	42
2019 Q4	$468K	Hold	2,035	–	–	0.41%	63
2019 Q3	$450K	Buy	2,035 +60	+3%	+$13.3K	0.43%	63
2019 Q2	$404K	Sell	1,975 -235	-11%	-$48.1K	0.37%	61
2019 Q1	$436K	Sell	2,210 -380	-15%	-$75K	0.41%	61
2018 Q4	$410K	Sell	2,590 -295	-10%	-$46.7K	0.44%	60
2018 Q3	$419K	Hold	2,885	–	–	0.35%	65
2018 Q2	$416K	Sell	2,885 -205	-7%	-$29.6K	0.38%	63
2018 Q1	$449K	Sell	3,090 -20	-0.6%	-$2.91K	0.41%	63
2017 Q4	$444K	Buy	3,110 +190	+7%	+$27.1K	0.4%	61
2017 Q3	$399K	Sell	2,920 -345	-11%	-$47.1K	0.38%	58
2017 Q2	$432K	Sell	3,265 -615	-16%	-$81.4K	0.42%	57
2017 Q1	$472K	Buy	3,880 +180	+5%	+$21.9K	0.44%	59
2016 Q4	$391K	Buy	+3,700	New	+$391K	0.39%	61