Univest Financial’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 | $13.5M | Sell |
60,971
-3,516
| -5% | -$777K | 0.81% | 27 |
|
|
2025
Q1 | $14M | Sell |
64,487
-2,651
| -4% | -$577K | 0.92% | 23 |
|
|
2024
Q4 | $12.3M | Sell |
67,138
-14,132
| -17% | -$2.59M | 0.78% | 29 |
|
|
2024
Q3 | $18.9M | Buy |
81,270
+51,481
| +173% | +$12M | 1.25% | 21 |
|
|
2024
Q2 | $5.79M | Buy |
29,789
+754
| +3% | +$147K | 1.61% | 18 |
|
|
2024
Q1 | $5.74M | Buy |
29,035
+4,025
| +16% | +$795K | 1.61% | 19 |
|
|
2023
Q4 | $5.4M | Sell |
25,010
-4,796
| -16% | -$1.04M | 1.6% | 21 |
|
|
2023
Q3 | $4.9M | Buy |
29,806
+2,718
| +10% | +$447K | 1.64% | 21 |
|
|
2023
Q2 | $5.25M | Buy |
27,088
+1,571
| +6% | +$305K | 1.59% | 19 |
|
|
2023
Q1 | $5.21M | Buy |
25,517
+2,284
| +10% | +$467K | 1.63% | 22 |
|
|
2022
Q4 | $4.92M | Buy |
23,233
+400
| +2% | +$84.7K | 1.55% | 20 |
|
|
2022
Q3 | $4.9M | Sell |
22,833
-3,331
| -13% | -$715K | 1.6% | 19 |
|
|
2022
Q2 | $6.69M | Buy |
26,164
+162
| +0.6% | +$41.4K | 2.18% | 11 |
|
|
2022
Q1 | $6.53M | Sell |
26,002
-219
| -0.8% | -$55K | 1.84% | 13 |
|
|
2021
Q4 | $7.67M | Sell |
26,221
-266
| -1% | -$77.8K | 1.95% | 12 |
|
|
2021
Q3 | $7.03M | Sell |
26,487
-875
| -3% | -$232K | 1.96% | 15 |
|
|
2021
Q2 | $7.39M | Sell |
27,362
-1,549
| -5% | -$418K | 2.03% | 11 |
|
|
2021
Q1 | $6.91M | Buy |
28,911
+7,492
| +35% | +$1.79M | 1.95% | 11 |
|
|
2020
Q4 | $4.81M | Buy |
21,419
+6,660
| +45% | +$1.49M | 1.4% | 24 |
|
|
2020
Q3 | $3.57M | Sell |
14,759
-270
| -2% | -$65.3K | 1.13% | 38 |
|
|
2020
Q2 | $3.89M | Buy |
15,029
+1,539
| +11% | +$398K | 1.28% | 29 |
|
|
2020
Q1 | $2.94M | Buy |
+13,490
| New | +$2.94M | 1.17% | 33 |
|