Veritable’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-17,349
Closed -$3.36M 43
2023
Q2
$3.36M Sell
17,349
-565
-3% -$110K 0.05% 160
2023
Q1
$3.66M Sell
17,914
-24
-0.1% -$4.9K 0.06% 154
2022
Q4
$3.8M Buy
17,938
+2,046
+13% +$433K 0.07% 150
2022
Q3
$3.41M Sell
15,892
-368
-2% -$79K 0.07% 151
2022
Q2
$4.16M Buy
16,260
+582
+4% +$149K 0.07% 139
2022
Q1
$3.94M Buy
15,678
+62
+0.4% +$15.6K 0.06% 161
2021
Q4
$4.57M Buy
15,616
+138
+0.9% +$40.4K 0.07% 145
2021
Q3
$4.11M Buy
15,478
+200
+1% +$53.1K 0.07% 148
2021
Q2
$4.13M Buy
15,278
+76
+0.5% +$20.5K 0.07% 147
2021
Q1
$3.63M Sell
15,202
-362
-2% -$86.5K 0.06% 154
2020
Q4
$3.49M Sell
15,564
-864
-5% -$194K 0.06% 140
2020
Q3
$3.97M Sell
16,428
-1,427
-8% -$345K 0.08% 125
2020
Q2
$4.62M Sell
17,855
-1,218
-6% -$315K 0.1% 104
2020
Q1
$4.15M Buy
19,073
+252
+1% +$54.9K 0.1% 109
2019
Q4
$4.33M Sell
18,821
-1,035
-5% -$238K 0.08% 137
2019
Q3
$4.39M Sell
19,856
-236
-1% -$52.2K 0.09% 129
2019
Q2
$4.11M Buy
20,092
+51
+0.3% +$10.4K 0.08% 134
2019
Q1
$3.95M Buy
20,041
+393
+2% +$77.4K 0.08% 136
2018
Q4
$3.11M Buy
19,648
+603
+3% +$95.4K 0.07% 149
2018
Q3
$2.77M Buy
19,045
+916
+5% +$133K 0.06% 170
2018
Q2
$2.61M Buy
18,129
+1,554
+9% +$224K 0.06% 167
2018
Q1
$2.41M Buy
16,575
+605
+4% +$87.9K 0.05% 181
2017
Q4
$2.28M Sell
15,970
-1,684
-10% -$240K 0.05% 192
2017
Q3
$2.41M Sell
17,654
-86
-0.5% -$11.8K 0.05% 189
2017
Q2
$2.35M Buy
17,740
+140
+0.8% +$18.5K 0.05% 193
2017
Q1
$2.14M Sell
17,600
-64
-0.4% -$7.78K 0.05% 200
2016
Q4
$1.87M Buy
17,664
+596
+3% +$63K 0.05% 216
2016
Q3
$1.93M Buy
17,068
+958
+6% +$109K 0.05% 208
2016
Q2
$1.83M Buy
16,110
+681
+4% +$77.4K 0.05% 209
2016
Q1
$1.58M Sell
15,429
-503
-3% -$51.5K 0.04% 221
2015
Q4
$1.55M Buy
15,932
+1,568
+11% +$152K 0.04% 227
2015
Q3
$1.26M Buy
14,364
+256
+2% +$22.5K 0.04% 246
2015
Q2
$1.32M Sell
14,108
-7,848
-36% -$732K 0.04% 257
2015
Q1
$2.07M Buy
21,956
+343
+2% +$32.3K 0.04% 255
2014
Q4
$2.14M Sell
21,613
-112
-0.5% -$11.1K 0.04% 257
2014
Q3
$2.03M Buy
21,725
+942
+5% +$88.2K 0.04% 258
2014
Q2
$1.87M Sell
20,783
-569
-3% -$51.2K 0.04% 269
2014
Q1
$1.75M Buy
21,352
+36
+0.2% +$2.95K 0.04% 272
2013
Q4
$1.7M Buy
21,316
+350
+2% +$27.9K 0.04% 273
2013
Q3
$1.55M Sell
20,966
-1,698
-7% -$126K 0.04% 280
2013
Q2
$1.66M Buy
+22,664
New +$1.66M 0.04% 270