Trail Ridge Investment 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 | $1.11M | Hold |
5,336
| – | – | 0.53% | 42 |
|
|
2025
Q1 | $1.16M | Sell |
5,336
-12
| -0.2% | -$2.61K | 0.6% | 40 |
|
|
2024
Q4 | $981K | Sell |
5,348
-66
| -1% | -$12.1K | 0.47% | 51 |
|
|
2024
Q3 | $1.23M | Hold |
5,414
| – | – | 0.58% | 45 |
|
|
2024
Q2 | $1.05M | Hold |
5,414
| – | – | 0.54% | 47 |
|
|
2024
Q1 | $1.07M | Sell |
5,414
-113
| -2% | -$22.3K | 0.61% | 45 |
|
|
2023
Q4 | $1.19M | Buy |
5,527
+36
| +0.7% | +$7.77K | 0.73% | 41 |
|
|
2023
Q3 | $903K | Sell |
5,491
-230
| -4% | -$37.8K | 0.61% | 48 |
|
|
2023
Q2 | $1.11M | Sell |
5,721
-97
| -2% | -$18.8K | 0.68% | 47 |
|
|
2023
Q1 | $1.19M | Sell |
5,818
-89
| -2% | -$18.2K | 0.78% | 46 |
|
|
2022
Q4 | $1.25M | Sell |
5,907
-30
| -0.5% | -$6.36K | 0.86% | 43 |
|
|
2022
Q3 | $1.33M | Hold |
5,937
| – | – | 0.88% | 37 |
|
|
2022
Q2 | $1.52M | Hold |
5,937
| – | – | 1.03% | 30 |
|
|
2022
Q1 | $1.49M | Sell |
5,937
-48
| -0.8% | -$12.1K | 0.92% | 31 |
|
|
2021
Q4 | $1.75M | Buy |
+5,985
| New | +$1.75M | 1.05% | 26 |
|