Novare Capital Management’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
$8.02M Sell
36,296
-60
-0.2% -$13.3K 0.65% 59
2025
Q1
$7.91M Sell
36,356
-724
-2% -$158K 0.69% 56
2024
Q4
$6.8M Sell
37,080
-769
-2% -$141K 0.57% 64
2024
Q3
$8.8M Sell
37,849
-569
-1% -$132K 0.75% 57
2024
Q2
$7.47M Sell
38,418
-642
-2% -$125K 0.67% 59
2024
Q1
$7.72M Buy
39,060
+1,039
+3% +$205K 0.7% 59
2023
Q4
$8.21M Buy
38,021
+1,555
+4% +$336K 0.84% 56
2023
Q3
$6M Buy
36,466
+2,224
+6% +$366K 0.68% 61
2023
Q2
$6.64M Buy
34,242
+2,131
+7% +$413K 0.71% 61
2023
Q1
$6.56M Sell
32,111
-294
-0.9% -$60.1K 0.75% 60
2022
Q4
$6.87M Buy
32,405
+689
+2% +$146K 0.81% 58
2022
Q3
$6.81M Buy
31,716
+142
+0.4% +$30.5K 0.87% 51
2022
Q2
$8.07M Sell
31,574
-14,723
-32% -$3.76M 1% 34
2022
Q1
$11.6M Sell
46,297
-1,370
-3% -$344K 1.24% 24
2021
Q4
$13.9M Buy
47,667
+312
+0.7% +$91.3K 1.41% 18
2021
Q3
$12.6M Sell
47,355
-1,015
-2% -$269K 1.4% 20
2021
Q2
$13.1M Buy
48,370
+1,058
+2% +$286K 1.46% 18
2021
Q1
$11.3M Buy
47,312
+18,674
+65% +$4.46M 1.36% 22
2020
Q4
$6.43M Buy
28,638
+429
+2% +$96.3K 0.84% 58
2020
Q3
$6.82M Buy
28,209
+504
+2% +$122K 0.96% 41
2020
Q2
$7.16M Sell
27,705
-1,278
-4% -$330K 1.07% 30
2020
Q1
$6.31M Sell
28,983
-499
-2% -$109K 1.11% 30
2019
Q4
$6.78M Buy
29,482
+517
+2% +$119K 0.94% 39
2019
Q3
$6.41M Sell
28,965
-1,714
-6% -$379K 0.95% 40
2019
Q2
$6.27M Sell
30,679
-1,543
-5% -$315K 0.96% 43
2019
Q1
$6.35M Sell
32,222
-3,991
-11% -$787K 0.99% 40
2018
Q4
$5.73M Buy
36,213
+74
+0.2% +$11.7K 1.05% 37
2018
Q3
$5.25M Sell
36,139
-110
-0.3% -$16K 0.84% 51
2018
Q2
$5.23M Buy
36,249
+737
+2% +$106K 0.89% 46
2018
Q1
$5.16M Buy
35,512
+1,240
+4% +$180K 0.9% 43
2017
Q4
$4.89M Buy
34,272
+15
+0% +$2.14K 0.83% 53
2017
Q3
$4.68M Sell
34,257
-2,650
-7% -$362K 0.82% 53
2017
Q2
$4.88M Sell
36,907
-1,878
-5% -$249K 1.1% 45
2017
Q1
$4.71M Sell
38,785
-735
-2% -$89.3K 1.09% 43
2016
Q4
$4.18M Sell
39,520
-3,705
-9% -$392K 1.02% 50
2016
Q3
$4.9M Sell
43,225
-1,380
-3% -$156K 1.28% 32
2016
Q2
$5.07M Sell
44,605
-820
-2% -$93.2K 1.37% 25
2016
Q1
$4.65M Buy
45,425
+4,275
+10% +$438K 1.31% 31
2015
Q4
$3.99M Sell
41,150
-805
-2% -$78K 1.09% 39
2015
Q3
$3.69M Buy
41,955
+2,680
+7% +$236K 1.02% 45
2015
Q2
$3.66M Buy
39,275
+5,685
+17% +$530K 0.9% 54
2015
Q1
$3.16M Buy
33,590
+4,920
+17% +$463K 0.78% 55
2014
Q4
$2.83M Sell
28,670
-500
-2% -$49.4K 0.7% 56
2014
Q3
$2.73M Sell
29,170
-750
-3% -$70.2K 0.67% 62
2014
Q2
$2.69M Sell
29,920
-1,675
-5% -$151K 0.66% 61
2014
Q1
$2.59M Sell
31,595
-105
-0.3% -$8.6K 0.69% 60
2013
Q4
$2.53M Buy
31,700
+1,875
+6% +$150K 0.7% 57
2013
Q3
$2.21M Buy
29,825
+13,800
+86% +$1.02M 0.69% 57
2013
Q2
$1.17M Buy
+16,025
New +$1.17M 0.39% 73