Welch & Forbes’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.34M | Sell |
7,775
-101
| -1% | -$18.2K | 0.02% | 203 |
|
|
2025
Q4 | $1.38M | Sell |
7,876
-129
| -2% | -$23.5K | 0.02% | 203 |
|
|
2025
Q3 | $1.54M | Sell |
8,005
-182
| -2% | -$37.9K | 0.02% | 195 |
|
|
2025
Q2 | $1.81M | Sell |
8,187
-26
| -0.3% | -$5.61K | 0.02% | 184 |
|
|
2025
Q1 | $1.79M | Sell |
8,213
-1,079
| -12% | -$212K | 0.02% | 188 |
|
|
2024
Q4 | $1.7M | Hold |
9,292
| – | – | 0.02% | 196 |
|
|
2024
Q3 | $2.16M | Buy |
9,292
+325
| +4% | +$72.1K | 0.03% | 187 |
|
|
2024
Q2 | $1.75M | Sell |
8,967
-142
| -2% | -$26.5K | 0.02% | 192 |
|
|
2024
Q1 | $1.8M | Buy |
9,109
+1,161
| +15% | +$231K | 0.02% | 196 |
|
|
2023
Q4 | $1.72M | Sell |
7,948
-20
| -0.3% | -$3.78K | 0.03% | 193 |
|
|
2023
Q3 | $1.31M | Sell |
7,968
-413
| -5% | -$75.4K | 0.02% | 203 |
|
|
2023
Q2 | $1.63M | Buy |
8,381
+539
| +7% | +$105K | 0.03% | 191 |
|
|
2023
Q1 | $1.6M | Sell |
7,842
-1,277
| -14% | -$268K | 0.03% | 187 |
|
|
2022
Q4 | $1.93M | Sell |
9,119
-308
| -3% | -$64.1K | 0.03% | 177 |
|
|
2022
Q3 | $2.02M | Buy |
9,427
+760
| +9% | +$195K | 0.04% | 176 |
|
|
2022
Q2 | $2.22M | Buy |
8,667
+54
| +0.6% | +$13.6K | 0.04% | 171 |
|
|
2022
Q1 | $2.16M | Sell |
8,613
-4,260
| -33% | -$1.04M | 0.03% | 174 |
|
|
2021
Q4 | $3.77M | Hold |
12,873
| – | – | 0.06% | 150 |
|
|
2021
Q3 | $3.42M | Sell |
12,873
-7
| -0.1% | -$2K | 0.06% | 149 |
|
|
2021
Q2 | $3.48M | Buy |
12,880
+3,448
| +37% | +$879K | 0.06% | 146 |
|
|
2021
Q1 | $2.25M | Buy |
9,432
+161
| +2% | +$35.9K | 0.04% | 164 |
|
|
2020
Q4 | $2.08M | Buy |
9,271
+874
| +10% | +$203K | 0.04% | 163 |
|
|
2020
Q3 | $2.03M | Sell |
8,397
-235
| -3% | -$59.6K | 0.04% | 153 |
|
|
2020
Q2 | $2.23M | Sell |
8,632
-86
| -1% | -$21.3K | 0.05% | 152 |
|
|
2020
Q1 | $1.9M | Buy |
8,718
+497
| +6% | +$116K | 0.05% | 153 |
|
|
2019
Q4 | $1.89M | Buy |
8,221
+288
| +4% | +$62.7K | 0.04% | 173 |
|
|
2019
Q3 | $1.75M | Buy |
7,933
+600
| +8% | +$131K | 0.04% | 168 |
|
|
2019
Q2 | $1.5M | Hold |
7,333
| – | – | 0.04% | 183 |
|
|
2019
Q1 | $1.45M | Hold |
7,333
| – | – | 0.04% | 183 |
|
|
2018
Q4 | $1.16M | Hold |
7,333
| – | – | 0.03% | 187 |
|
|
2018
Q3 | $1.07M | Hold |
7,333
| – | – | 0.03% | 202 |
|
|
2018
Q2 | $1.06M | Sell |
7,333
-1,140
| -13% | -$158K | 0.03% | 191 |
|
|
2018
Q1 | $1.23M | Buy |
8,473
+4,948
| +140% | +$697K | 0.03% | 190 |
|
|
2017
Q4 | $503K | Buy |
3,525
+52
| +1% | +$7.42K | 0.01% | 241 |
|
|
2017
Q3 | $475K | Sell |
3,473
-31
| -0.9% | -$4.32K | 0.01% | 247 |
|
|
2017
Q2 | $463K | Sell |
3,504
-16
| -0.5% | -$2.05K | 0.01% | 250 |
|
|
2017
Q1 | $428K | Sell |
3,520
-41
| -1% | -$4.51K | 0.01% | 254 |
|
|
2016
Q4 | $377K | Buy |
+3,561
| New | +$387K | 0.01% | 270 |
|
|
2016
Q3 | – | Sell |
-2,331
| Closed | -$265K | – | 317 |
|
|
2016
Q2 | $265K | Sell |
2,331
-68
| -3% | -$7.24K | 0.01% | 295 |
|
|
2016
Q1 | $245K | Hold |
2,399
| – | – | 0.01% | 307 |
|
|
2015
Q4 | $233K | Buy |
+2,399
| New | +$234K | 0.01% | 297 |
|
|
2015
Q1 | – | Sell |
-3,002
| Closed | -$297K | – | 331 |
|
|
2014
Q4 | $297K | Hold |
3,002
| – | – | 0.01% | 302 |
|
|
2014
Q3 | $281K | Buy |
+3,002
| New | +$286K | 0.01% | 309 |
|
|
2013
Q4 | – | Sell |
-2,840
| Closed | -$210K | – | 321 |
|
|
2013
Q3 | $210K | Hold |
2,840
| – | – | 0.01% | 321 |
|
|
2013
Q2 | $208K | Buy |
+2,840
| New | +$226K | 0.01% | 304 |
|
Other funds holding AMT
VCM
VPM
