Summit Trail 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 | $2.71M | Buy |
12,150
+3,100
| +34% | +$691K | 0.05% | 208 |
|
|
2025
Q1 | $1.97M | Buy |
9,050
+2,638
| +41% | +$574K | 0.07% | 98 |
|
|
2024
Q4 | $1.19M | Buy |
6,412
+87
| +1% | +$16.1K | 0.04% | 125 |
|
|
2024
Q3 | $1.47M | Buy |
6,325
+654
| +12% | +$152K | 0.04% | 204 |
|
|
2024
Q2 | $1.11M | Buy |
5,671
+795
| +16% | +$156K | 0.03% | 229 |
|
|
2024
Q1 | $963K | Buy |
4,876
+551
| +13% | +$109K | 0.03% | 222 |
|
|
2023
Q4 | $941K | Buy |
4,325
+99
| +2% | +$21.5K | 0.03% | 187 |
|
|
2023
Q3 | $695K | Buy |
4,226
+371
| +10% | +$61K | 0.03% | 220 |
|
|
2023
Q2 | $755K | Buy |
3,855
+1,564
| +68% | +$306K | 0.03% | 200 |
|
|
2023
Q1 | $468K | Buy |
2,291
+345
| +18% | +$70.5K | 0.02% | 226 |
|
|
2022
Q4 | $415K | Sell |
1,946
-1,058
| -35% | -$226K | 0.02% | 212 |
|
|
2022
Q3 | $645K | Sell |
3,004
-514
| -15% | -$110K | 0.03% | 142 |
|
|
2022
Q2 | $904K | Buy |
3,518
+1,532
| +77% | +$394K | 0.06% | 127 |
|
|
2022
Q1 | $499K | Sell |
1,986
-106
| -5% | -$26.6K | 0.04% | 174 |
|
|
2021
Q4 | $615K | Buy |
+2,092
| New | +$615K | 0.04% | 159 |
|
|
2020
Q4 | – | Sell |
-1,118
| Closed | -$266K | – | 196 |
|
|
2020
Q3 | $266K | Buy |
+1,118
| New | +$266K | 0.05% | 170 |
|
|
2018
Q4 | – | Sell |
-1,053
| Closed | -$154K | – | 120 |
|
|
2018
Q3 | $154K | Buy |
+1,053
| New | +$154K | 0.03% | 210 |
|
|
2018
Q2 | – | Sell |
-1,882
| Closed | -$236K | – | 492 |
|
|
2018
Q1 | $236K | Buy |
1,882
+85
| +5% | +$10.7K | 0.04% | 334 |
|
|
2017
Q4 | $255K | Buy |
+1,797
| New | +$255K | 0.03% | 357 |
|