Needham Investment Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,750
| Closed | -$781K | – | 131 |
|
|
2023
Q3 | $781K | Hold |
4,750
| – | – | 0.13% | 95 |
|
|
2023
Q2 | $921K | Hold |
4,750
| – | – | 0.15% | 90 |
|
|
2023
Q1 | $971K | Hold |
4,750
| – | – | 0.17% | 97 |
|
|
2022
Q4 | $1.01M | Hold |
4,750
| – | – | 0.18% | 88 |
|
|
2022
Q3 | $1.02M | Hold |
4,750
| – | – | 0.2% | 86 |
|
|
2022
Q2 | $1.21M | Hold |
4,750
| – | – | 0.23% | 82 |
|
|
2022
Q1 | $1.19M | Buy |
4,750
+1,000
| +27% | +$251K | 0.17% | 90 |
|
|
2021
Q4 | $1.1M | Buy |
3,750
+750
| +25% | +$219K | 0.14% | 87 |
|
|
2021
Q3 | $796K | Buy |
3,000
+450
| +18% | +$119K | 0.11% | 98 |
|
|
2021
Q2 | $689K | Hold |
2,550
| – | – | 0.1% | 98 |
|
|
2021
Q1 | $609K | Hold |
2,550
| – | – | 0.08% | 105 |
|
|
2020
Q4 | $573K | Buy |
2,550
+1,000
| +65% | +$225K | 0.1% | 97 |
|
|
2020
Q3 | $375K | Buy |
1,550
+350
| +29% | +$84.7K | 0.07% | 96 |
|
|
2020
Q2 | $311K | Buy |
+1,200
| New | +$311K | 0.07% | 94 |
|