Simon Quick Advisors’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 | $3.37M | Buy |
15,263
+13,561
| +797% | +$3M | 0.14% | 100 |
|
|
2025
Q1 | $370K | Buy |
1,702
+248
| +17% | +$54K | 0.02% | 372 |
|
|
2024
Q4 | $267K | Sell |
1,454
-370
| -20% | -$67.9K | 0.02% | 374 |
|
|
2024
Q3 | $424K | Buy |
1,824
+479
| +36% | +$111K | 0.03% | 261 |
|
|
2024
Q2 | $261K | Buy |
1,345
+169
| +14% | +$32.9K | 0.02% | 310 |
|
|
2024
Q1 | $232K | Sell |
1,176
-579
| -33% | -$114K | 0.02% | 365 |
|
|
2023
Q4 | $379K | Buy |
+1,755
| New | +$379K | 0.03% | 204 |
|
|
2022
Q2 | – | Sell |
-200
| Closed | -$50K | – | 188 |
|
|
2022
Q1 | $50K | Sell |
200
-632
| -76% | -$158K | 0.01% | 207 |
|
|
2021
Q4 | $243K | Buy |
832
+508
| +157% | +$148K | 0.07% | 103 |
|
|
2021
Q3 | $85K | Buy |
324
+115
| +55% | +$30.2K | 0.02% | 190 |
|
|
2021
Q2 | $56K | Buy |
209
+9
| +5% | +$2.41K | 0.01% | 226 |
|
|
2021
Q1 | $47K | Buy |
200
+13
| +7% | +$3.06K | 0.01% | 267 |
|
|
2020
Q4 | $42K | Sell |
187
-70
| -27% | -$15.7K | 0.01% | 255 |
|
|
2020
Q3 | $62K | Buy |
257
+70
| +37% | +$16.9K | 0.02% | 171 |
|
|
2020
Q2 | $48K | Buy |
187
+100
| +115% | +$25.7K | 0.02% | 193 |
|
|
2020
Q1 | $19K | Sell |
87
-202
| -70% | -$44.1K | 0.01% | 286 |
|
|
2019
Q4 | $67K | Sell |
289
-19
| -6% | -$4.41K | 0.02% | 186 |
|
|
2019
Q3 | $68K | Hold |
308
| – | – | 0.03% | 147 |
|
|
2019
Q2 | $63.1K | Buy |
308
+36
| +13% | +$7.37K | 0.03% | 111 |
|
|
2019
Q1 | $54K | Buy |
272
+100
| +58% | +$19.9K | 0.02% | 189 |
|
|
2018
Q4 | $27K | Sell |
172
-300
| -64% | -$47.1K | 0.01% | 232 |
|
|
2018
Q3 | $69K | Hold |
472
| – | – | 0.03% | 143 |
|
|
2018
Q2 | $68K | Buy |
472
+300
| +174% | +$43.2K | 0.03% | 151 |
|
|
2018
Q1 | $25K | Hold |
172
| – | – | 0.01% | 204 |
|
|
2017
Q4 | $25K | Hold |
172
| – | – | 0.01% | 285 |
|
|
2017
Q3 | $24K | Hold |
172
| – | – | 0.01% | 344 |
|
|
2017
Q2 | $23K | Hold |
172
| – | – | 0.01% | 171 |
|
|
2017
Q1 | $21K | Sell |
172
-7,425
| -98% | -$907K | 0.01% | 209 |
|
|
2016
Q4 | $803K | Buy |
+7,597
| New | +$803K | 0.6% | 31 |
|