Univest Financial’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$11.5M Sell
2025
Q2
$13.5M Sell
2025
Q1
$14M Sell
2024
Q4
$12.3M Sell
2024
Q3
$18.9M Buy
2024
Q2
$5.79M Buy
2024
Q1
$5.74M Buy
2023
Q4
$5.4M Sell
2023
Q3
$4.9M Buy
2023
Q2
$5.25M Buy
2023
Q1
$5.21M Buy
2022
Q4
$4.92M Buy
2022
Q3
$4.9M Sell
2022
Q2
$6.69M Buy
2022
Q1
$6.53M Sell
2021
Q4
$7.67M Sell
2021
Q3
$7.03M Sell
2021
Q2
$7.39M Sell
2021
Q1
$6.91M Buy
2020
Q4
$4.81M Buy
2020
Q3
$3.57M Sell
2020
Q2
$3.89M Buy
2020
Q1
$2.94M Buy