WBH Advisory’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 | $1.02M | Sell |
4,632
-66
| -1% | -$14.6K | 0.09% | 161 |
|
|
2025
Q1 | $1.02M | Sell |
4,698
-24
| -0.5% | -$5.22K | 0.1% | 146 |
|
|
2024
Q4 | $866K | Sell |
4,722
-138
| -3% | -$25.3K | 0.08% | 162 |
|
|
2024
Q3 | $1.13M | Sell |
4,860
-44
| -0.9% | -$10.2K | 0.11% | 140 |
|
|
2024
Q2 | $953K | Sell |
4,904
-242
| -5% | -$47K | 0.1% | 150 |
|
|
2024
Q1 | $1.02M | Sell |
5,146
-197
| -4% | -$38.9K | 0.1% | 147 |
|
|
2023
Q4 | $1.15M | Sell |
5,343
-92
| -2% | -$19.9K | 0.13% | 138 |
|
|
2023
Q3 | $894K | Buy |
5,435
+116
| +2% | +$19.1K | 0.11% | 146 |
|
|
2023
Q2 | $1.03M | Sell |
5,319
-49
| -0.9% | -$9.5K | 0.12% | 143 |
|
|
2023
Q1 | $1.1M | Buy |
+5,368
| New | +$1.1M | 0.14% | 145 |
|
|
2022
Q3 | $1.16M | Sell |
5,390
-171
| -3% | -$36.7K | 0.17% | 127 |
|
|
2022
Q2 | $1.44M | Sell |
5,561
-273
| -5% | -$70.4K | 0.19% | 112 |
|
|
2022
Q1 | $1.47M | Buy |
5,834
+251
| +4% | +$63.3K | 0.18% | 118 |
|
|
2021
Q4 | $1.63M | Sell |
5,583
-74
| -1% | -$21.6K | 0.19% | 108 |
|
|
2021
Q3 | $1.5M | Sell |
5,657
-10
| -0.2% | -$2.66K | 0.2% | 112 |
|
|
2021
Q2 | $1.61M | Sell |
5,667
-324
| -5% | -$92.2K | 0.24% | 90 |
|
|
2021
Q1 | $1.43M | Sell |
5,991
-19
| -0.3% | -$4.54K | 0.23% | 92 |
|
|
2020
Q4 | $1.34M | Sell |
6,010
-82
| -1% | -$18.3K | 0.23% | 89 |
|
|
2020
Q3 | $1.47M | Sell |
6,092
-85
| -1% | -$20.6K | 0.3% | 75 |
|
|
2020
Q2 | $1.6M | Sell |
6,177
-308
| -5% | -$79.6K | 0.39% | 62 |
|
|
2020
Q1 | $1.41K | Sell |
6,485
-125
| -2% | -$27 | 0.33% | 61 |
|
|
2019
Q4 | $1.52M | Sell |
6,610
-322
| -5% | -$74K | 0.31% | 75 |
|
|
2019
Q3 | $1.53M | Sell |
6,932
-612
| -8% | -$135K | 0.34% | 69 |
|
|
2019
Q2 | $1.54M | Sell |
7,544
-874
| -10% | -$179K | 0.36% | 69 |
|
|
2019
Q1 | $1.66M | Sell |
8,418
-75
| -0.9% | -$14.8K | 0.39% | 62 |
|
|
2018
Q4 | $1.34K | Sell |
8,493
-199
| -2% | -$31 | 0.33% | 70 |
|
|
2018
Q3 | $1.26M | Sell |
8,692
-49
| -0.6% | -$7.12K | 0.31% | 80 |
|
|
2018
Q2 | $1.26M | Sell |
8,741
-243
| -3% | -$35K | 0.33% | 74 |
|
|
2018
Q1 | $1.31M | Buy |
8,984
+720
| +9% | +$105K | 0.35% | 69 |
|
|
2017
Q4 | $1.23M | Buy |
8,264
+24
| +0.3% | +$3.57K | 0.33% | 76 |
|
|
2017
Q3 | $1.13M | Sell |
8,240
-47
| -0.6% | -$6.42K | 0.31% | 77 |
|
|
2017
Q2 | $1.1M | Buy |
8,287
+175
| +2% | +$23.1K | 0.31% | 76 |
|
|
2017
Q1 | $985K | Sell |
8,112
-49
| -0.6% | -$5.95K | 0.3% | 81 |
|
|
2016
Q4 | $862K | Sell |
8,161
-205
| -2% | -$21.7K | 0.29% | 84 |
|
|
2016
Q3 | $948K | Sell |
8,366
-50
| -0.6% | -$5.67K | 0.32% | 71 |
|
|
2016
Q2 | $956K | Sell |
8,416
-56
| -0.7% | -$6.36K | 0.37% | 64 |
|
|
2016
Q1 | $867K | Sell |
8,472
-124
| -1% | -$12.7K | 0.29% | 69 |
|
|
2015
Q4 | $833 | Sell |
8,596
-500
| -5% | -$48 | 0.29% | 68 |
|
|
2015
Q3 | $800K | Hold |
9,096
| – | – | 0.33% | 74 |
|
|
2015
Q2 | $848K | Hold |
9,096
| – | – | 0.33% | 73 |
|
|
2015
Q1 | $856 | Buy |
9,096
+331
| +4% | +$31 | 0.24% | 77 |
|
|
2014
Q4 | $866K | Sell |
8,765
-1,170
| -12% | -$116K | 0.33% | 72 |
|
|
2014
Q3 | $930K | Buy |
9,935
+1,500
| +18% | +$140K | 0.33% | 68 |
|
|
2014
Q2 | $759K | Sell |
8,435
-1,000
| -11% | -$90K | 0.29% | 92 |
|
|
2014
Q1 | $772K | Sell |
9,435
-881
| -9% | -$72.1K | 0.31% | 83 |
|
|
2013
Q4 | $823K | Buy |
10,316
+771
| +8% | +$61.5K | 0.33% | 83 |
|
|
2013
Q3 | $708K | Sell |
9,545
-676
| -7% | -$50.1K | 0.32% | 87 |
|
|
2013
Q2 | $747K | Buy |
+10,221
| New | +$747K | 0.35% | 81 |
|