SIM
Sentry Investment Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Hold |
1,495
| – | – | 0.18% | 120 |
|
|
2025
Q1 | $319K | Sell |
1,495
-446
| -23% | -$95.2K | 0.22% | 102 |
|
|
2024
Q4 | $356K | Sell |
1,941
-316
| -14% | -$58K | 0.17% | 124 |
|
|
2024
Q3 | $525K | Hold |
2,257
| – | – | 0.22% | 102 |
|
|
2024
Q2 | $439K | Sell |
2,257
-462
| -17% | -$89.9K | 0.2% | 120 |
|
|
2024
Q1 | $537K | Buy |
2,719
+276
| +11% | +$54.5K | 0.21% | 117 |
|
|
2023
Q4 | $527K | Sell |
2,443
-262
| -10% | -$56.5K | 0.23% | 107 |
|
|
2023
Q3 | $445K | Sell |
2,705
-580
| -18% | -$95.4K | 0.21% | 100 |
|
|
2023
Q2 | $637K | Buy |
3,285
+212
| +7% | +$41.1K | 0.24% | 103 |
|
|
2023
Q1 | $628K | Sell |
3,073
-133
| -4% | -$27.2K | 0.26% | 102 |
|
|
2022
Q4 | $679K | Buy |
3,206
+41
| +1% | +$8.68K | 0.3% | 76 |
|
|
2022
Q3 | $680K | Hold |
3,165
| – | – | 0.32% | 69 |
|
|
2022
Q2 | $809K | Sell |
3,165
-491
| -13% | -$126K | 0.37% | 61 |
|
|
2022
Q1 | $918K | Sell |
3,656
-702
| -16% | -$176K | 0.29% | 78 |
|
|
2021
Q4 | $1.28M | Buy |
4,358
+185
| +4% | +$54.1K | 0.34% | 71 |
|
|
2021
Q3 | $1.11M | Sell |
4,173
-609
| -13% | -$162K | 0.32% | 74 |
|
|
2021
Q2 | $1.29M | Buy |
4,782
+223
| +5% | +$60.3K | 0.33% | 79 |
|
|
2021
Q1 | $1.09M | Sell |
4,559
-23,589
| -84% | -$5.64M | 0.3% | 81 |
|
|
2020
Q4 | $6.32M | Sell |
28,148
-545
| -2% | -$122K | 0.32% | 77 |
|
|
2020
Q3 | $6.94M | Buy |
28,693
+2,915
| +11% | +$705K | 0.39% | 66 |
|
|
2020
Q2 | $6.67M | Sell |
25,778
-1,776
| -6% | -$459K | 0.41% | 58 |
|
|
2020
Q1 | $6M | Buy |
27,554
+797
| +3% | +$174K | 0.44% | 60 |
|
|
2019
Q4 | $6.15M | Hold |
26,757
| – | – | 0.37% | 65 |
|
|
2019
Q3 | $5.92M | Hold |
26,757
| – | – | 0.39% | 64 |
|
|
2019
Q2 | $5.47M | Buy |
26,757
+972
| +4% | +$199K | 0.36% | 67 |
|
|
2019
Q1 | $5.08M | Sell |
25,785
-2,288
| -8% | -$451K | 0.35% | 63 |
|
|
2018
Q4 | $4.44M | Buy |
28,073
+14,497
| +107% | +$2.29M | 0.32% | 73 |
|
|
2018
Q3 | $1.97M | Hold |
13,576
| – | – | 0.12% | 193 |
|
|
2018
Q2 | $1.96M | Sell |
13,576
-1,510
| -10% | -$218K | 0.13% | 188 |
|
|
2018
Q1 | $2.19M | Sell |
15,086
-105
| -0.7% | -$15.3K | 0.13% | 197 |
|
|
2017
Q4 | $2.17M | Sell |
15,191
-125
| -0.8% | -$17.8K | 0.12% | 202 |
|
|
2017
Q3 | $2.09M | Hold |
15,316
| – | – | 0.08% | 206 |
|
|
2017
Q2 | $2.03M | Sell |
15,316
-2,222
| -13% | -$294K | 0.08% | 205 |
|
|
2017
Q1 | $2.13M | Sell |
17,538
-5,165
| -23% | -$628K | 0.09% | 188 |
|
|
2016
Q4 | $2.4M | Buy |
22,703
+3,594
| +19% | +$380K | 0.1% | 171 |
|
|
2016
Q3 | $2.17M | Sell |
19,109
-12,199
| -39% | -$1.38M | 0.09% | 186 |
|
|
2016
Q2 | $3.56M | Hold |
31,308
| – | – | 0.16% | 104 |
|
|
2016
Q1 | $3.21M | Sell |
31,308
-724
| -2% | -$74.1K | 0.15% | 113 |
|
|
2015
Q4 | $3.11M | Buy |
32,032
+15,776
| +97% | +$1.53M | 0.14% | 120 |
|
|
2015
Q3 | $1.43M | Hold |
16,256
| – | – | 0.07% | 211 |
|
|
2015
Q2 | $1.52M | Sell |
16,256
-524
| -3% | -$48.9K | 0.07% | 223 |
|
|
2015
Q1 | $1.58M | Hold |
16,780
| – | – | 0.07% | 199 |
|
|
2014
Q4 | $1.66M | Sell |
16,780
-1,800
| -10% | -$178K | 0.08% | 184 |
|
|
2014
Q3 | $1.74M | Sell |
18,580
-2,290
| -11% | -$214K | 0.09% | 168 |
|
|
2014
Q2 | $1.88M | Sell |
20,870
-1,530
| -7% | -$138K | 0.1% | 168 |
|
|
2014
Q1 | $1.83M | Hold |
22,400
| – | – | 0.1% | 164 |
|
|
2013
Q4 | $1.79M | Sell |
22,400
-3,900
| -15% | -$311K | 0.1% | 165 |
|
|
2013
Q3 | $1.95M | Buy |
26,300
+8,200
| +45% | +$608K | 0.12% | 141 |
|
|
2013
Q2 | $1.32M | Buy |
+18,100
| New | +$1.32M | 0.08% | 137 |
|