Waverly 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 | $7.36M | Buy |
33,278
+6,982
| +27% | +$1.54M | 0.08% | 236 |
|
|
2025
Q1 | $5.72M | Buy |
26,296
+20,228
| +333% | +$4.4M | 0.07% | 266 |
|
|
2024
Q4 | $1.11M | Buy |
6,068
+604
| +11% | +$111K | 0.02% | 492 |
|
|
2024
Q3 | $1.27M | Sell |
5,464
-232
| -4% | -$54K | 0.02% | 408 |
|
|
2024
Q2 | $1.11M | Buy |
5,696
+93
| +2% | +$18.1K | 0.02% | 421 |
|
|
2024
Q1 | $1.11M | Buy |
5,603
+1,750
| +45% | +$346K | 0.03% | 351 |
|
|
2023
Q4 | $832K | Buy |
3,853
+2,321
| +152% | +$501K | 0.03% | 240 |
|
|
2023
Q3 | $252K | Sell |
1,532
-279
| -15% | -$45.9K | 0.01% | 356 |
|
|
2023
Q2 | $351K | Buy |
+1,811
| New | +$351K | 0.02% | 279 |
|
|
2021
Q4 | – | Sell |
-923
| Closed | -$251K | – | 204 |
|
|
2021
Q3 | $251K | Buy |
923
+82
| +10% | +$22.3K | 0.02% | 189 |
|
|
2021
Q2 | $238K | Buy |
+841
| New | +$238K | 0.02% | 170 |
|
|
2018
Q4 | – | Sell |
-4,498
| Closed | -$654K | – | 122 |
|
|
2018
Q3 | $654K | Hold |
4,498
| – | – | 0.1% | 106 |
|
|
2018
Q2 | $648K | Buy |
4,498
+370
| +9% | +$53.3K | 0.1% | 105 |
|
|
2018
Q1 | $600K | Sell |
4,128
-1,575
| -28% | -$229K | 0.1% | 109 |
|
|
2017
Q4 | $814K | Buy |
5,703
+19
| +0.3% | +$2.71K | 0.12% | 117 |
|
|
2017
Q3 | $777K | Hold |
5,684
| – | – | 0.17% | 108 |
|
|
2017
Q2 | $752K | Hold |
5,684
| – | – | 0.19% | 101 |
|
|
2017
Q1 | $691K | Buy |
+5,684
| New | +$691K | 0.18% | 104 |
|
|
2016
Q1 | – | Sell |
-4,521
| Closed | -$438K | – | 96 |
|
|
2015
Q4 | $438K | Buy |
4,521
+4,380
| +3,106% | +$424K | 0.19% | 59 |
|
|
2015
Q3 | $12K | Hold |
141
| – | – | 0.01% | 330 |
|
|
2015
Q2 | $13K | Sell |
141
-136
| -49% | -$12.5K | 0.01% | 249 |
|
|
2015
Q1 | $26K | Hold |
277
| – | – | 0.01% | 173 |
|
|
2014
Q4 | $27K | Hold |
277
| – | – | 0.01% | 181 |
|
|
2014
Q3 | $26K | Buy |
277
+102
| +58% | +$9.57K | 0.01% | 294 |
|
|
2014
Q2 | $16K | Hold |
175
| – | – | 0.01% | 360 |
|
|
2014
Q1 | $14K | Sell |
175
-3,210
| -95% | -$257K | 0.01% | 368 |
|
|
2013
Q4 | $270K | Buy |
3,385
+175
| +5% | +$14K | 0.1% | 122 |
|
|
2013
Q3 | $238K | Hold |
3,210
| – | – | 0.12% | 87 |
|
|
2013
Q2 | $235K | Buy |
+3,210
| New | +$235K | 0.14% | 83 |
|