SVB Wealth’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $481K | Sell |
2,789
-16
| -0.6% | -$2.88K | 0.03% | 270 |
|
|
2025
Q4 | $493K | Sell |
2,805
-905
| -24% | -$165K | 0.03% | 281 |
|
|
2025
Q3 | $714K | Sell |
3,710
-148
| -4% | -$30.8K | 0.04% | 259 |
|
|
2025
Q2 | $853K | Sell |
3,858
-2,835
| -42% | -$612K | 0.05% | 242 |
|
|
2025
Q1 | $1.46M | Sell |
6,693
-3,120
| -32% | -$612K | 0.06% | 129 |
|
|
2024
Q4 | $1.8M | Buy |
+9,813
| New | +$2.03M | 0.03% | 239 |
|
|
2024
Q3 | – | Sell |
-46,020
| Closed | -$8.95M | – | 48 |
|
|
2024
Q2 | $8.95M | Sell |
46,020
-2,843
| -6% | -$531K | 0.22% | 107 |
|
|
2024
Q1 | $9.65M | Sell |
48,863
-2,801
| -5% | -$558K | 0.22% | 113 |
|
|
2023
Q4 | $11.2M | Sell |
51,664
-13,240
| -20% | -$2.5M | 0.27% | 97 |
|
|
2023
Q3 | $10.7M | Sell |
64,904
-7,515
| -10% | -$1.37M | 0.23% | 102 |
|
|
2023
Q2 | $14M | Sell |
72,419
-20,448
| -22% | -$4M | 0.25% | 94 |
|
|
2023
Q1 | $19M | Sell |
92,867
-5,501
| -6% | -$1.15M | 0.27% | 73 |
|
|
2022
Q4 | $20.8M | Sell |
98,368
-7,205
| -7% | -$1.5M | 0.28% | 74 |
|
|
2022
Q3 | $22.7M | Buy |
105,573
+6,346
| +6% | +$1.63M | 0.33% | 58 |
|
|
2022
Q2 | $25.4M | Sell |
99,227
-5,291
| -5% | -$1.33M | 0.39% | 49 |
|
|
2022
Q1 | $26.3M | Buy |
104,518
+9,596
| +10% | +$2.34M | 0.35% | 55 |
|
|
2021
Q4 | $27.8M | Buy |
94,922
+7,960
| +9% | +$2.17M | 0.46% | 51 |
|
|
2021
Q3 | $23.1M | Buy |
86,962
+1,926
| +2% | +$549K | 0.3% | 63 |
|
|
2021
Q2 | $23M | Buy |
85,036
+9,530
| +13% | +$2.43M | 0.29% | 67 |
|
|
2021
Q1 | $18.1M | Buy |
75,506
+66,465
| +735% | +$14.8M | 0.25% | 76 |
|
|
2020
Q4 | $2.03M | Sell |
9,041
-3,659
| -29% | -$851K | 0.03% | 236 |
|
|
2020
Q3 | $3.07M | Buy |
12,700
+509
| +4% | +$129K | 0.05% | 184 |
|
|
2020
Q2 | $3.15M | Buy |
12,191
+1,228
| +11% | +$304K | 0.06% | 167 |
|
|
2020
Q1 | $2.39M | Sell |
10,963
-505
| -4% | -$118K | 0.06% | 163 |
|
|
2019
Q4 | $2.64M | Sell |
11,468
-2,914
| -20% | -$635K | 0.05% | 189 |
|
|
2019
Q3 | $3.18M | Sell |
14,382
-246
| -2% | -$53.7K | 0.06% | 161 |
|
|
2019
Q2 | $2.99M | Sell |
14,628
-3,352
| -19% | -$674K | 0.1% | 161 |
|
|
2019
Q1 | $3.54M | Sell |
17,980
-2,092
| -10% | -$367K | 0.14% | 114 |
|
|
2018
Q4 | $3.17M | Buy |
20,072
+559
| +3% | +$87.4K | 0.14% | 116 |
|
|
2018
Q3 | $2.83M | Sell |
19,513
-1,868
| -9% | -$274K | 0.1% | 143 |
|
|
2018
Q2 | $3.08M | Buy |
21,381
+1,603
| +8% | +$223K | 0.12% | 130 |
|
|
2018
Q1 | $2.88M | Sell |
19,778
-696
| -3% | -$98.1K | 0.11% | 142 |
|
|
2017
Q4 | $2.92M | Sell |
20,474
-220
| -1% | -$31.4K | 0.11% | 141 |
|
|
2017
Q3 | $2.83M | Sell |
20,694
-331
| -2% | -$46.1K | 0.11% | 147 |
|
|
2017
Q2 | $2.78M | Sell |
21,025
-1,884
| -8% | -$241K | 0.11% | 157 |
|
|
2017
Q1 | $2.78M | Sell |
22,909
-11,627
| -34% | -$1.28M | 0.11% | 153 |
|
|
2016
Q4 | $3.65M | Sell |
34,536
-18,488
| -35% | -$2.01M | 0.15% | 119 |
|
|
2016
Q3 | $6.01M | Sell |
53,024
-3,454
| -6% | -$395K | 0.24% | 103 |
|
|
2016
Q2 | $6.42M | Sell |
56,478
-4,344
| -7% | -$462K | 0.26% | 100 |
|
|
2016
Q1 | $6.23M | Sell |
60,822
-2,031
| -3% | -$190K | 0.25% | 96 |
|
|
2015
Q4 | $6.09M | Sell |
62,853
-14,212
| -18% | -$1.38M | 0.24% | 103 |
|
|
2015
Q3 | $6.78M | Sell |
77,065
-9,461
| -11% | -$891K | 0.26% | 96 |
|
|
2015
Q2 | $8.07M | Buy |
86,526
+4,096
| +5% | +$387K | 0.27% | 99 |
|
|
2015
Q1 | $7.76M | Buy |
82,430
+2,779
| +3% | +$270K | 0.25% | 108 |
|
|
2014
Q4 | $7.87M | Buy |
+79,651
| New | +$7.82M | 0.26% | 106 |
|
Other funds holding AMT
VCM
VPM
