Ridgewood Investments’s American Tower AMT Stock Holding History

Ridgewood Investments’s Portfolio AMT Stock Details AMT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$817K	Sell	3,696 -8	-0.2%	-$1.77K	0.35%	81
2025 Q1	$806K	Buy	3,704 +19	+0.5%	+$4.14K	0.38%	79
2024 Q4	$676K	Sell	3,685 -12	-0.3%	-$2.2K	0.33%	91
2024 Q3	$860K	Sell	3,697 -61	-2%	-$14.2K	0.43%	70
2024 Q2	$730K	Sell	3,758 -98	-3%	-$19K	0.37%	79
2024 Q1	$762K	Sell	3,856 -24	-0.6%	-$4.74K	0.4%	77
2023 Q4	$838K	Sell	3,880 -71	-2%	-$15.3K	0.5%	71
2023 Q3	$650K	Hold	3,951	–	–	0.43%	79
2023 Q2	$766K	Buy	3,951 +36	+0.9%	+$6.98K	0.44%	64
2023 Q1	$800K	Buy	3,915 +84	+2%	+$17.2K	0.49%	48
2022 Q4	$812K	Sell	3,831 -2	-0.1%	-$424	0.58%	49
2022 Q3	$823K	Sell	3,833 -21	-0.5%	-$4.51K	0.69%	41
2022 Q2	$985K	Sell	3,854 -58	-1%	-$14.8K	0.77%	33
2022 Q1	$983K	Sell	3,912 -558	-12%	-$140K	0.64%	42
2021 Q4	$1.31M	Sell	4,470 -37	-0.8%	-$10.8K	0.83%	28
2021 Q3	$1.2M	Sell	4,507 -40	-0.9%	-$10.6K	0.81%	33
2021 Q2	$1.23M	Sell	4,547 -2,139	-32%	-$578K	0.79%	32
2021 Q1	$1.6M	Sell	6,686 -812	-11%	-$194K	0.98%	17
2020 Q4	$1.81M	Hold	7,498	–	–	1.43%	8
2020 Q3	$1.81M	Buy	7,498 +144	+2%	+$34.8K	1.42%	8
2020 Q2	$1.9M	Buy	7,354 +200	+3%	+$51.7K	1.57%	7
2020 Q1	$1.56M	Sell	7,154 -1,055	-13%	-$230K	1.58%	7
2019 Q4	$1.89M	Sell	8,209 -44	-0.5%	-$10.1K	1.34%	10
2019 Q3	$1.83M	Sell	8,253 -345	-4%	-$76.3K	1.42%	8
2019 Q2	$1.76M	Sell	8,598 -1	-0%	-$204	1.37%	9
2019 Q1	$1.69M	Sell	8,599 -72	-0.8%	-$14.2K	1.39%	8
2018 Q4	$1.26M	Hold	8,671	–	–	1.01%	16
2018 Q3	$1.26M	Buy	8,671 +405	+5%	+$58.9K	1%	16
2018 Q2	$1.19M	Buy	8,266 +12	+0.1%	+$1.73K	1.06%	15
2018 Q1	$1.2M	Buy	8,254 +204	+3%	+$29.7K	1.1%	14
2017 Q4	$1.15M	Sell	8,050 -431	-5%	-$61.5K	1.03%	16
2017 Q3	$1.16M	Sell	8,481 -82	-1%	-$11.2K	1.11%	17
2017 Q2	$1.13M	Sell	8,563 -300	-3%	-$39.7K	1.14%	16
2017 Q1	$1.08M	Sell	8,863 -7	-0.1%	-$851	1.16%	18
2016 Q4	$937K	Buy	+8,870	New	+$937K	1.1%	19