WAM
Weatherly Asset Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
1,238
-123
| -9% | -$27.4K | 0.02% | 161 |
|
|
2025
Q1 | $296K | Sell |
1,361
-41
| -3% | -$8.92K | 0.03% | 156 |
|
|
2024
Q4 | $259K | Hold |
1,402
| – | – | 0.02% | 159 |
|
|
2024
Q3 | $326K | Hold |
1,402
| – | – | 0.03% | 150 |
|
|
2024
Q2 | $275K | Sell |
1,402
-357
| -20% | -$69.9K | 0.03% | 151 |
|
|
2024
Q1 | $348K | Sell |
1,759
-8
| -0.5% | -$1.58K | 0.03% | 144 |
|
|
2023
Q4 | $384K | Hold |
1,767
| – | – | 0.04% | 137 |
|
|
2023
Q3 | $291K | Sell |
1,767
-425
| -19% | -$69.9K | 0.03% | 153 |
|
|
2023
Q2 | $428K | Sell |
2,192
-20
| -0.9% | -$3.91K | 0.05% | 133 |
|
|
2023
Q1 | $452K | Buy |
2,212
+10
| +0.5% | +$2.04K | 0.06% | 135 |
|
|
2022
Q4 | $470K | Hold |
2,202
| – | – | 0.06% | 132 |
|
|
2022
Q3 | $473K | Sell |
2,202
-25
| -1% | -$5.37K | 0.07% | 133 |
|
|
2022
Q2 | $572K | Sell |
2,227
-145
| -6% | -$37.2K | 0.08% | 125 |
|
|
2022
Q1 | $596K | Hold |
2,372
| – | – | 0.07% | 137 |
|
|
2021
Q4 | $694K | Hold |
2,372
| – | – | 0.08% | 128 |
|
|
2021
Q3 | $630K | Hold |
2,372
| – | – | 0.08% | 130 |
|
|
2021
Q2 | $641K | Sell |
2,372
-75
| -3% | -$20.3K | 0.08% | 128 |
|
|
2021
Q1 | $585K | Hold |
2,447
| – | – | 0.08% | 126 |
|
|
2020
Q4 | $549K | Sell |
2,447
-750
| -23% | -$168K | 0.08% | 127 |
|
|
2020
Q3 | $773K | Hold |
3,197
| – | – | 0.12% | 111 |
|
|
2020
Q2 | $827K | Sell |
3,197
-100
| -3% | -$25.9K | 0.15% | 102 |
|
|
2020
Q1 | $718K | Sell |
3,297
-275
| -8% | -$59.9K | 0.16% | 96 |
|
|
2019
Q4 | $821K | Sell |
3,572
-5
| -0.1% | -$1.15K | 0.16% | 104 |
|
|
2019
Q3 | $791K | Sell |
3,577
-116
| -3% | -$25.7K | 0.17% | 103 |
|
|
2019
Q2 | $755K | Sell |
3,693
-100
| -3% | -$20.4K | 0.15% | 111 |
|
|
2019
Q1 | $747K | Buy |
3,793
+11
| +0.3% | +$2.17K | 0.15% | 112 |
|
|
2018
Q4 | $598K | Sell |
3,782
-122
| -3% | -$19.3K | 0.14% | 121 |
|
|
2018
Q3 | $567K | Hold |
3,904
| – | – | 0.12% | 128 |
|
|
2018
Q2 | $563K | Hold |
3,904
| – | – | 0.13% | 120 |
|
|
2018
Q1 | $567K | Buy |
3,904
+69
| +2% | +$10K | 0.13% | 121 |
|
|
2017
Q4 | $547K | Buy |
3,835
+1,900
| +98% | +$271K | 0.13% | 122 |
|
|
2017
Q3 | $264K | Buy |
1,935
+175
| +10% | +$23.9K | 0.07% | 164 |
|
|
2017
Q2 | $233K | Buy |
+1,760
| New | +$233K | 0.07% | 170 |
|
|
2014
Q3 | – | Sell |
-1,141
| Closed | -$103K | – | 153 |
|
|
2014
Q2 | $103K | Buy |
+1,141
| New | +$103K | 0.04% | 200 |
|