Richard C. Young & Co’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,135
| Closed | -$224K | – | 78 |
|
|
2024
Q1 | $224K | Buy |
+1,135
| New | +$224K | 0.03% | 70 |
|
|
2022
Q3 | – | Sell |
-807
| Closed | -$206K | – | 75 |
|
|
2022
Q2 | $206K | Sell |
807
-38
| -4% | -$9.7K | 0.03% | 75 |
|
|
2022
Q1 | $212K | Sell |
845
-39,466
| -98% | -$9.9M | 0.03% | 73 |
|
|
2021
Q4 | $11.8M | Sell |
40,311
-1,314
| -3% | -$384K | 1.49% | 27 |
|
|
2021
Q3 | $11M | Sell |
41,625
-708
| -2% | -$188K | 1.52% | 30 |
|
|
2021
Q2 | $11.3M | Buy |
42,333
+273
| +0.6% | +$72.8K | 1.44% | 32 |
|
|
2021
Q1 | $10.1M | Sell |
42,060
-249
| -0.6% | -$59.5K | 1.34% | 34 |
|
|
2020
Q4 | $9.5M | Sell |
42,309
-371
| -0.9% | -$83.3K | 1.45% | 33 |
|
|
2020
Q3 | $10.3M | Sell |
42,680
-848
| -2% | -$205K | 1.66% | 23 |
|
|
2020
Q2 | $11.3M | Buy |
43,528
+179
| +0.4% | +$46.3K | 1.87% | 19 |
|
|
2020
Q1 | $9.44M | Buy |
43,349
+759
| +2% | +$165K | 1.83% | 20 |
|
|
2019
Q4 | $9.79M | Buy |
42,590
+945
| +2% | +$217K | 1.63% | 28 |
|
|
2019
Q3 | $9.21M | Buy |
41,645
+1,195
| +3% | +$264K | 1.66% | 25 |
|
|
2019
Q2 | $8.27M | Buy |
40,450
+1,667
| +4% | +$341K | 1.57% | 31 |
|
|
2019
Q1 | $7.64M | Buy |
38,783
+2,112
| +6% | +$416K | 1.46% | 28 |
|
|
2018
Q4 | $5.8M | Buy |
36,671
+253
| +0.7% | +$40K | 1.24% | 30 |
|
|
2018
Q3 | $5.29M | Buy |
36,418
+872
| +2% | +$127K | 1.01% | 38 |
|
|
2018
Q2 | $5.13M | Buy |
35,546
+2,781
| +8% | +$401K | 1.03% | 38 |
|
|
2018
Q1 | $4.76M | Buy |
32,765
+9,940
| +44% | +$1.44M | 0.95% | 38 |
|
|
2017
Q4 | $3.26M | Buy |
22,825
+19,406
| +568% | +$2.77M | 0.61% | 44 |
|
|
2017
Q3 | $467K | Buy |
+3,419
| New | +$467K | 0.09% | 60 |
|