Morningstar Investment Services’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.11M | Sell |
9,708
-11,262
| -54% | -$2.45M | 0.39% | 68 |
|
|
2024
Q4 | $3.85M | Sell |
20,970
-165,738
| -89% | -$30.4M | 0.35% | 71 |
|
|
2024
Q3 | $43M | Sell |
186,708
-1,206
| -0.6% | -$278K | 0.44% | 66 |
|
|
2024
Q2 | $36.7M | Buy |
187,914
+75,720
| +67% | +$14.8M | 0.4% | 68 |
|
|
2024
Q1 | $22.1M | Buy |
112,194
+108,100
| +2,640% | +$21.3M | 0.24% | 98 |
|
|
2023
Q4 | $889K | Buy |
4,094
+2,578
| +170% | +$560K | 0.01% | 236 |
|
|
2023
Q3 | $246K | Buy |
1,516
+391
| +35% | +$63.4K | ﹤0.01% | 256 |
|
|
2023
Q2 | $217K | Buy |
+1,125
| New | +$217K | ﹤0.01% | 239 |
|
|
2022
Q1 | – | Sell |
-800
| Closed | -$234K | – | 235 |
|
|
2021
Q4 | $234K | Buy |
800
+37
| +5% | +$10.8K | ﹤0.01% | 226 |
|
|
2021
Q3 | $206K | Buy |
763
+11
| +1% | +$2.97K | ﹤0.01% | 218 |
|
|
2021
Q2 | $205K | Buy |
+752
| New | +$205K | ﹤0.01% | 211 |
|
|
2020
Q4 | – | Sell |
-887
| Closed | -$213K | – | 208 |
|
|
2020
Q3 | $213K | Buy |
887
+11
| +1% | +$2.64K | ﹤0.01% | 192 |
|
|
2020
Q2 | $222K | Hold |
876
| – | – | ﹤0.01% | 187 |
|
|
2020
Q1 | $202K | Sell |
876
-10
| -1% | -$2.31K | ﹤0.01% | 198 |
|
|
2019
Q4 | $204K | Buy |
+886
| New | +$204K | ﹤0.01% | 193 |
|