LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308M | Buy |
1,392,450
+7,945
| +0.6% | +$1.76M | 2.72% | 10 |
|
|
2025
Q1 | $294M | Sell |
1,384,505
-20,363
| -1% | -$4.33M | 2.86% | 10 |
|
|
2024
Q4 | $270M | Sell |
1,404,868
-24,948
| -2% | -$4.79M | 2.32% | 13 |
|
|
2024
Q3 | $323M | Sell |
1,429,816
-13,339
| -0.9% | -$3.01M | 2.88% | 10 |
|
|
2024
Q2 | $303M | Sell |
1,443,155
-17,111
| -1% | -$3.6M | 2.79% | 11 |
|
|
2024
Q1 | $252M | Sell |
1,460,266
-13,014
| -0.9% | -$2.24M | 2.5% | 12 |
|
|
2023
Q4 | $288M | Sell |
1,473,280
-9,906
| -0.7% | -$1.94M | 2.86% | 12 |
|
|
2023
Q3 | $273M | Sell |
1,483,186
-17,622
| -1% | -$3.25M | 3.06% | 11 |
|
|
2023
Q2 | $291M | Buy |
1,500,808
+8,066
| +0.5% | +$1.56M | 3.11% | 9 |
|
|
2023
Q1 | $305M | Buy |
1,492,742
+6,132
| +0.4% | +$1.25M | 3.5% | 8 |
|
|
2022
Q4 | $315M | Sell |
1,486,610
-10,546
| -0.7% | -$2.23M | 3.9% | 6 |
|
|
2022
Q3 | $321M | Sell |
1,497,156
-5,016
| -0.3% | -$1.08M | 4.18% | 5 |
|
|
2022
Q2 | $384M | Sell |
1,502,172
-11,268
| -0.7% | -$2.88M | 4.72% | 4 |
|
|
2022
Q1 | $380M | Sell |
1,513,440
-125
| -0% | -$31.4K | 3.9% | 6 |
|
|
2021
Q4 | $443M | Buy |
1,513,565
+5,132
| +0.3% | +$1.5M | 4.06% | 5 |
|
|
2021
Q3 | $400M | Sell |
1,508,433
-10
| -0% | -$2.65K | 3.96% | 5 |
|
|
2021
Q2 | $407M | Sell |
1,508,443
-10,497
| -0.7% | -$2.84M | 4.13% | 5 |
|
|
2021
Q1 | $363M | Buy |
1,518,940
+2,939
| +0.2% | +$703K | 4.02% | 6 |
|
|
2020
Q4 | $340M | Buy |
1,516,001
+13,826
| +0.9% | +$3.1M | 3.81% | 7 |
|
|
2020
Q3 | $363M | Sell |
1,502,175
-4,811
| -0.3% | -$1.16M | 4.56% | 4 |
|
|
2020
Q2 | $390M | Sell |
1,506,986
-9,581
| -0.6% | -$2.48M | 5.37% | 3 |
|
|
2020
Q1 | $330M | Sell |
1,516,567
-15,062
| -1% | -$3.28M | 5.54% | 3 |
|
|
2019
Q4 | $352M | Sell |
1,531,629
-1,832
| -0.1% | -$421K | 4.75% | 2 |
|
|
2019
Q3 | $339M | Sell |
1,533,461
-6,282
| -0.4% | -$1.39M | 4.92% | 2 |
|
|
2019
Q2 | $315M | Sell |
1,539,743
-9,671
| -0.6% | -$1.98M | 4.58% | 2 |
|
|
2019
Q1 | $305M | Sell |
1,549,414
-3,072
| -0.2% | -$605K | 4.64% | 2 |
|
|
2018
Q4 | $246M | Buy |
1,552,486
+19,213
| +1% | +$3.04M | 4.45% | 2 |
|
|
2018
Q3 | $223M | Buy |
1,533,273
+67,281
| +5% | +$9.78M | 3.53% | 6 |
|
|
2018
Q2 | $211M | Buy |
1,465,992
+32,081
| +2% | +$4.63M | 3.67% | 6 |
|
|
2018
Q1 | $208M | Buy |
1,433,911
+41,418
| +3% | +$6.02M | 3.79% | 3 |
|
|
2017
Q4 | $199M | Buy |
1,392,493
+22,718
| +2% | +$3.24M | 3.65% | 3 |
|
|
2017
Q3 | $187M | Buy |
1,369,775
+11,271
| +0.8% | +$1.54M | 3.62% | 4 |
|
|
2017
Q2 | $185M | Sell |
1,358,504
-3,223
| -0.2% | -$439K | 3.68% | 4 |
|
|
2017
Q1 | $166M | Buy |
1,361,727
+73,973
| +6% | +$8.99M | 3.46% | 5 |
|
|
2016
Q4 | $136M | Buy |
1,287,754
+97,399
| +8% | +$10.3M | 3.03% | 8 |
|
|
2016
Q3 | $135M | Buy |
1,190,355
+53,324
| +5% | +$6.04M | 3.09% | 7 |
|
|
2016
Q2 | $129M | Buy |
1,137,031
+12,288
| +1% | +$1.4M | 2.97% | 9 |
|
|
2016
Q1 | $115M | Buy |
1,124,743
+37,149
| +3% | +$3.8M | 2.72% | 10 |
|
|
2015
Q4 | $105M | Buy |
1,087,594
+156,422
| +17% | +$15.2M | 2.61% | 11 |
|
|
2015
Q3 | $86.9M | Hold |
931,172
| – | – | 2.22% | 13 |
|
|
2015
Q2 | $86.9M | Buy |
931,172
+181,570
| +24% | +$16.9M | 2.22% | 13 |
|
|
2015
Q1 | $70.6M | Buy |
749,602
+256,549
| +52% | +$24.2M | 1.78% | 19 |
|
|
2014
Q4 | $48.7M | Buy |
493,053
+111,663
| +29% | +$11M | 1.25% | 29 |
|
|
2014
Q3 | $35.7M | Buy |
381,390
+377,516
| +9,745% | +$35.3M | 0.97% | 34 |
|
|
2014
Q2 | $349K | Buy |
3,874
+1,535
| +66% | +$138K | 0.01% | 221 |
|
|
2014
Q1 | $191K | Buy |
2,339
+339
| +17% | +$27.7K | 0.01% | 269 |
|
|
2013
Q4 | $160K | Buy |
2,000
+500
| +33% | +$40K | ﹤0.01% | 279 |
|
|
2013
Q3 | $111K | Sell |
1,500
-1,000
| -40% | -$74K | ﹤0.01% | 300 |
|
|
2013
Q2 | $183K | Buy |
+2,500
| New | +$183K | 0.01% | 261 |
|