Waverly Advisors’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 | $7.22M | Buy |
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|
2025
Q2 | $7.36M | Buy |
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|
2025
Q1 | $5.72M | Buy |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $832K | Buy |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $351K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $251K | Buy |
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|
2021
Q2 | $238K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $654K | Hold |
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|
2018
Q2 | $648K | Buy |
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|
2018
Q1 | $600K | Sell |
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|
2017
Q4 | $814K | Buy |
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|
2017
Q3 | $777K | Hold |
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|
2017
Q2 | $752K | Hold |
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|
2017
Q1 | $691K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $438K | Buy |
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|
2015
Q3 | $12K | Hold |
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|
2015
Q2 | $13K | Sell |
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|
2015
Q1 | $26K | Hold |
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|
2014
Q4 | $27K | Hold |
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|
2014
Q3 | $26K | Buy |
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|
2014
Q2 | $16K | Hold |
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|
2014
Q1 | $14K | Sell |
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|
2013
Q4 | $270K | Buy |
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|
2013
Q3 | $238K | Hold |
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|
2013
Q2 | $235K | Buy |
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