Middleton & Co’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Sell |
55,972
-1,700
| -3% | -$376K | 1.39% | 23 |
|
|
2025
Q1 | $12.5M | Sell |
57,672
-739
| -1% | -$161K | 1.47% | 25 |
|
|
2024
Q4 | $10.7M | Sell |
58,411
-1,619
| -3% | -$297K | 1.18% | 28 |
|
|
2024
Q3 | $14M | Sell |
60,030
-1,057
| -2% | -$246K | 1.54% | 23 |
|
|
2024
Q2 | $11.9M | Sell |
61,087
-2,080
| -3% | -$404K | 1.38% | 24 |
|
|
2024
Q1 | $12.5M | Sell |
63,167
-1,651
| -3% | -$326K | 1.44% | 23 |
|
|
2023
Q4 | $14M | Sell |
64,818
-674
| -1% | -$146K | 1.75% | 16 |
|
|
2023
Q3 | $10.8M | Sell |
65,492
-187
| -0.3% | -$30.8K | 1.49% | 22 |
|
|
2023
Q2 | $12.7M | Sell |
65,679
-992
| -1% | -$192K | 1.69% | 16 |
|
|
2023
Q1 | $13.6M | Buy |
66,671
+44
| +0.1% | +$8.99K | 1.96% | 13 |
|
|
2022
Q4 | $14.1M | Buy |
+66,627
| New | +$14.1M | 2.09% | 13 |
|
|
2022
Q3 | – | Sell |
-75,694
| Closed | -$19.3M | – | 146 |
|
|
2022
Q2 | $19.3M | Sell |
75,694
-626
| -0.8% | -$160K | 2.48% | 6 |
|
|
2022
Q1 | $19.2M | Buy |
76,320
+323
| +0.4% | +$81.1K | 2.05% | 10 |
|
|
2021
Q4 | $22.2M | Buy |
75,997
+208
| +0.3% | +$60.8K | 2.17% | 8 |
|
|
2021
Q3 | $20.1M | Sell |
75,789
-512
| -0.7% | -$136K | 2.15% | 10 |
|
|
2021
Q2 | $20.6M | Sell |
76,301
-5,344
| -7% | -$1.44M | 2.23% | 10 |
|
|
2021
Q1 | $19.5M | Buy |
81,645
+1,856
| +2% | +$444K | 2.2% | 10 |
|
|
2020
Q4 | $17.9M | Buy |
79,789
+8,430
| +12% | +$1.89M | 2.12% | 9 |
|
|
2020
Q3 | $17.3M | Buy |
71,359
+391
| +0.6% | +$94.5K | 2.28% | 9 |
|
|
2020
Q2 | $18.3M | Buy |
70,968
+1,109
| +2% | +$287K | 2.64% | 6 |
|
|
2020
Q1 | $15.2M | Sell |
69,859
-75
| -0.1% | -$16.3K | 2.66% | 6 |
|
|
2019
Q4 | $16.1M | Buy |
69,934
+5,393
| +8% | +$1.24M | 2.29% | 8 |
|
|
2019
Q3 | $14.3M | Sell |
64,541
-2,198
| -3% | -$486K | 2.2% | 8 |
|
|
2019
Q2 | $13.6M | Sell |
66,739
-1,716
| -3% | -$351K | 2.12% | 9 |
|
|
2019
Q1 | $13.5M | Sell |
68,455
-2,169
| -3% | -$427K | 2.16% | 9 |
|
|
2018
Q4 | $11.2M | Sell |
70,624
-1,065
| -1% | -$168K | 2.05% | 11 |
|
|
2018
Q3 | $10.4M | Buy |
71,689
+2,528
| +4% | +$367K | 1.62% | 15 |
|
|
2018
Q2 | $9.97M | Buy |
69,161
+1,716
| +3% | +$247K | 1.71% | 15 |
|
|
2018
Q1 | $9.8M | Sell |
67,445
-4,066
| -6% | -$591K | 1.75% | 13 |
|
|
2017
Q4 | $10.2M | Buy |
71,511
+668
| +0.9% | +$95.3K | 1.71% | 13 |
|
|
2017
Q3 | $9.68M | Buy |
70,843
+1,618
| +2% | +$221K | 1.75% | 13 |
|
|
2017
Q2 | $9.16M | Buy |
69,225
+14,615
| +27% | +$1.93M | 1.95% | 12 |
|
|
2017
Q1 | $6.64M | Buy |
54,610
+15,985
| +41% | +$1.94M | 1.46% | 23 |
|
|
2016
Q4 | $4.08M | Buy |
38,625
+5,211
| +16% | +$551K | 0.92% | 39 |
|
|
2016
Q3 | $3.79M | Buy |
33,414
+4,515
| +16% | +$512K | 0.85% | 42 |
|
|
2016
Q2 | $3.28M | Buy |
28,899
+373
| +1% | +$42.4K | 0.75% | 43 |
|
|
2016
Q1 | $2.92M | Buy |
28,526
+100
| +0.4% | +$10.2K | 0.68% | 46 |
|
|
2015
Q4 | $2.76M | Buy |
28,426
+1,275
| +5% | +$124K | 0.61% | 51 |
|
|
2015
Q3 | $2.39M | Buy |
27,151
+400
| +1% | +$35.2K | 0.57% | 50 |
|
|
2015
Q2 | $2.5M | Buy |
26,751
+276
| +1% | +$25.8K | 0.54% | 56 |
|
|
2015
Q1 | $2.49M | Sell |
26,475
-1,842
| -7% | -$173K | 0.54% | 56 |
|
|
2014
Q4 | $2.8M | Buy |
28,317
+39
| +0.1% | +$3.86K | 0.63% | 50 |
|
|
2014
Q3 | $2.65M | Sell |
28,278
-175
| -0.6% | -$16.4K | 0.62% | 49 |
|
|
2014
Q2 | $2.56M | Hold |
28,453
| – | – | 0.58% | 52 |
|
|
2014
Q1 | $2.33M | Sell |
28,453
-565
| -2% | -$46.2K | 0.54% | 57 |
|
|
2013
Q4 | $2.32M | Buy |
29,018
+1,700
| +6% | +$136K | 0.61% | 51 |
|
|
2013
Q3 | $2.03M | Buy |
27,318
+4,940
| +22% | +$366K | 0.53% | 60 |
|
|
2013
Q2 | $1.64M | Buy |
+22,378
| New | +$1.64M | 0.48% | 63 |
|