Roman Butler Fullerton & Co’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
$276K Buy
1,201
+19
+2% +$4.37K 0.08% 200
2025
Q1
$258K Buy
1,182
+10
+0.9% +$2.18K 0.1% 183
2024
Q4
$225K Buy
1,172
+9
+0.8% +$1.73K 0.07% 212
2024
Q3
$267K Buy
1,163
+9
+0.8% +$2.07K 0.08% 211
2024
Q2
$227K Buy
+1,154
New +$227K 0.07% 213
2024
Q1
Sell
-1,134
Closed -$224K 212
2023
Q4
$224K Buy
+1,134
New +$224K 0.09% 193
2023
Q3
Sell
-1,123
Closed -$212K 184
2023
Q2
$212K Sell
1,123
-178
-14% -$33.7K 0.1% 181
2023
Q1
$263K Buy
1,301
+7
+0.5% +$1.41K 0.13% 163
2022
Q4
$299K Buy
1,294
+9
+0.7% +$2.08K 0.15% 158
2022
Q3
$243K Hold
1,285
0.15% 155
2022
Q2
$331K Buy
1,285
+12
+0.9% +$3.09K 0.18% 133
2022
Q1
$320K Buy
1,273
+5
+0.4% +$1.26K 0.15% 152
2021
Q4
$371K Hold
1,268
0.16% 134
2021
Q3
$340K Buy
1,268
+11
+0.9% +$2.95K 0.16% 144
2021
Q2
$340K Buy
1,257
+10
+0.8% +$2.71K 0.17% 140
2021
Q1
$309K Hold
1,247
0.15% 153
2020
Q4
$280K Buy
1,247
+3
+0.2% +$674 0.17% 136
2020
Q3
$301K Buy
1,244
+7
+0.6% +$1.69K 0.2% 122
2020
Q2
$320K Buy
1,237
+4
+0.3% +$1.04K 0.23% 116
2020
Q1
$268K Buy
1,233
+5
+0.4% +$1.09K 0.24% 112
2019
Q4
$282K Buy
1,228
+4
+0.3% +$919 0.19% 140
2019
Q3
$271K Sell
1,224
-182
-13% -$40.3K 0.19% 143
2019
Q2
$287K Buy
1,406
+6
+0.4% +$1.23K 0.19% 146
2019
Q1
$276K Buy
+1,400
New +$276K 0.19% 149