Phocas Financial Corp’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $258K | Sell |
1,493
-42
| -3% | -$7.56K | 0.04% | 146 |
|
|
2025
Q4 | $270K | Sell |
1,535
-101
| -6% | -$18.4K | 0.04% | 141 |
|
|
2025
Q3 | $315K | Sell |
1,636
-191
| -10% | -$39.8K | 0.04% | 136 |
|
|
2025
Q2 | $404K | Sell |
1,827
-35
| -2% | -$7.56K | 0.06% | 123 |
|
|
2025
Q1 | $405K | Sell |
1,862
-43
| -2% | -$8.44K | 0.06% | 127 |
|
|
2024
Q4 | $349K | Buy |
+1,905
| New | +$395K | 0.05% | 134 |
|
|
2024
Q1 | – | Sell |
-9,978
| Closed | -$2.15M | – | 144 |
|
|
2023
Q4 | $2.15M | Sell |
9,978
-3,077
| -24% | -$582K | 0.28% | 113 |
|
|
2023
Q3 | $2.15M | Sell |
13,055
-257
| -2% | -$46.9K | 0.31% | 111 |
|
|
2023
Q2 | $2.58M | Sell |
13,312
-680
| -5% | -$133K | 0.35% | 110 |
|
|
2023
Q1 | $2.86M | Sell |
13,992
-713
| -5% | -$150K | 0.41% | 101 |
|
|
2022
Q4 | $3.12M | Buy |
14,705
+311
| +2% | +$64.7K | 0.45% | 91 |
|
|
2022
Q3 | $3.09M | Buy |
14,394
+343
| +2% | +$88.1K | 0.48% | 89 |
|
|
2022
Q2 | $3.59M | Buy |
14,051
+323
| +2% | +$81K | 0.54% | 82 |
|
|
2022
Q1 | $3.45M | Buy |
13,728
+410
| +3% | +$100K | 0.43% | 94 |
|
|
2021
Q4 | $3.9M | Buy |
13,318
+396
| +3% | +$108K | 0.5% | 86 |
|
|
2021
Q3 | $3.43M | Buy |
12,922
+126
| +1% | +$35.9K | 0.43% | 93 |
|
|
2021
Q2 | $3.46M | Sell |
12,796
-364
| -3% | -$92.8K | 0.44% | 94 |
|
|
2021
Q1 | $3.15M | Buy |
13,160
+27
| +0.2% | +$6.01K | 0.41% | 100 |
|
|
2020
Q4 | $2.95M | Buy |
13,133
+244
| +2% | +$56.7K | 0.45% | 92 |
|
|
2020
Q3 | $3.12M | Sell |
12,889
-53
| -0.4% | -$13.4K | 0.54% | 78 |
|
|
2020
Q2 | $3.35M | Buy |
12,942
+15
| +0.1% | +$3.71K | 0.59% | 78 |
|
|
2020
Q1 | $2.81M | Sell |
12,927
-20
| -0.2% | -$4.66K | 0.57% | 73 |
|
|
2019
Q4 | $2.98M | Buy |
12,947
+3,367
| +35% | +$733K | 0.36% | 111 |
|
|
2019
Q3 | $2.12M | Buy |
9,580
+2,198
| +30% | +$480K | 0.23% | 116 |
|
|
2019
Q2 | $1.51M | Sell |
7,382
-100
| -1% | -$20.1K | 0.16% | 118 |
|
|
2019
Q1 | $1.47M | Sell |
7,482
-70
| -0.9% | -$12.3K | 0.15% | 123 |
|
|
2018
Q4 | $1.2M | Sell |
7,552
-67
| -0.9% | -$10.5K | 0.13% | 126 |
|
|
2018
Q3 | $1.11M | Buy |
7,619
+94
| +1% | +$13.8K | 0.1% | 137 |
|
|
2018
Q2 | $1.08M | Buy |
7,525
+372
| +5% | +$51.7K | 0.09% | 138 |
|
|
2018
Q1 | $1.04M | Buy |
7,153
+4,158
| +139% | +$586K | 0.09% | 138 |
|
|
2017
Q4 | $427K | Buy |
+2,995
| New | +$428K | 0.04% | 177 |
|
|
2015
Q1 | – | Sell |
-79,099
| Closed | -$7.82M | – | 244 |
|
|
2014
Q4 | $7.82M | Sell |
79,099
-2,659
| -3% | -$261K | 0.68% | 44 |
|
|
2014
Q3 | $7.66M | Sell |
81,758
-195
| -0.2% | -$18.6K | 0.68% | 45 |
|
|
2014
Q2 | $7.37M | Sell |
81,953
-2,748
| -3% | -$238K | 0.64% | 64 |
|
|
2014
Q1 | $6.93M | Sell |
84,701
-23,806
| -22% | -$1.94M | 0.67% | 60 |
|
|
2013
Q4 | $8.66M | Sell |
108,507
-14,092
| -11% | -$1.09M | 0.8% | 28 |
|
|
2013
Q3 | $9.09M | Sell |
122,599
-293
| -0.2% | -$21.2K | 0.87% | 28 |
|
|
2013
Q2 | $8.99M | Buy |
+122,892
| New | +$9.78M | 0.94% | 25 |
|
Other funds holding AMT
VCM
VPM
