Rothschild Investment LLC’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 | $4.91M | Sell |
22,221
-1,148
| -5% | -$254K | 0.31% | 79 |
|
|
2025
Q1 | $5.09M | Sell |
23,369
-146
| -0.6% | -$31.8K | 0.34% | 69 |
|
|
2024
Q4 | $4.31M | Sell |
23,515
-5,353
| -19% | -$982K | 0.28% | 78 |
|
|
2024
Q3 | $6.71M | Sell |
28,868
-604
| -2% | -$140K | 0.44% | 59 |
|
|
2024
Q2 | $5.73M | Sell |
29,472
-1,256
| -4% | -$244K | 0.4% | 63 |
|
|
2024
Q1 | $6.07M | Sell |
30,728
-2,857
| -9% | -$565K | 0.44% | 63 |
|
|
2023
Q4 | $7.25M | Sell |
33,585
-1,678
| -5% | -$362K | 0.61% | 46 |
|
|
2023
Q3 | $5.8M | Buy |
35,263
+5
| +0% | +$822 | 0.49% | 60 |
|
|
2023
Q2 | $6.84M | Buy |
35,258
+1,239
| +4% | +$240K | 0.57% | 48 |
|
|
2023
Q1 | $6.95M | Buy |
34,019
+3,801
| +13% | +$777K | 0.61% | 46 |
|
|
2022
Q4 | $6.4M | Buy |
30,218
+7,758
| +35% | +$1.64M | 0.59% | 47 |
|
|
2022
Q3 | $4.82M | Buy |
22,460
+30
| +0.1% | +$6.44K | 0.48% | 60 |
|
|
2022
Q2 | $5.73M | Buy |
22,430
+165
| +0.7% | +$42.2K | 0.53% | 52 |
|
|
2022
Q1 | $5.59M | Buy |
22,265
+2,498
| +13% | +$628K | 0.44% | 68 |
|
|
2021
Q4 | $5.78M | Buy |
+19,767
| New | +$5.78M | 0.45% | 64 |
|
|
2013
Q3 | – | Sell |
-5,042
| Closed | -$369K | – | 379 |
|
|
2013
Q2 | $369K | Buy |
+5,042
| New | +$369K | 0.06% | 268 |
|