Wellington Shields Capital Management’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 | $534K | Hold |
2,417
| – | – | 0.09% | 147 |
|
|
2025
Q1 | $526K | Buy |
2,417
+417
| +21% | +$90.7K | 0.1% | 138 |
|
|
2024
Q4 | $367K | Hold |
2,000
| – | – | 0.06% | 179 |
|
|
2024
Q3 | $465K | Hold |
2,000
| – | – | 0.08% | 169 |
|
|
2024
Q2 | $389K | Hold |
2,000
| – | – | 0.07% | 176 |
|
|
2024
Q1 | $395K | Sell |
2,000
-2,000
| -50% | -$395K | 0.07% | 168 |
|
|
2023
Q4 | $864K | Buy |
+4,000
| New | +$864K | 0.11% | 117 |
|
|
2021
Q1 | – | Sell |
-2,215
| Closed | -$497K | – | 278 |
|
|
2020
Q4 | $497K | Hold |
2,215
| – | – | 0.07% | 173 |
|
|
2020
Q3 | $535K | Hold |
2,215
| – | – | 0.08% | 139 |
|
|
2020
Q2 | $573K | Buy |
2,215
+15
| +0.7% | +$3.88K | 0.09% | 145 |
|
|
2020
Q1 | $479K | Hold |
2,200
| – | – | 0.09% | 147 |
|
|
2019
Q4 | $506K | Hold |
2,200
| – | – | 0.08% | 175 |
|
|
2019
Q3 | $486K | Hold |
2,200
| – | – | 0.08% | 181 |
|
|
2019
Q2 | $450K | Hold |
2,200
| – | – | 0.07% | 188 |
|
|
2019
Q1 | $434K | Sell |
2,200
-150
| -6% | -$29.6K | 0.07% | 195 |
|
|
2018
Q4 | $372K | Hold |
2,350
| – | – | 0.07% | 200 |
|
|
2018
Q3 | $341K | Hold |
2,350
| – | – | 0.06% | 231 |
|
|
2018
Q2 | $339K | Hold |
2,350
| – | – | 0.06% | 229 |
|
|
2018
Q1 | $342K | Hold |
2,350
| – | – | 0.05% | 244 |
|
|
2017
Q4 | $335K | Buy |
+2,350
| New | +$335K | 0.05% | 263 |
|
|
2016
Q4 | – | Sell |
-4,750
| Closed | -$538K | – | 317 |
|
|
2016
Q3 | $538K | Hold |
4,750
| – | – | 0.09% | 201 |
|
|
2016
Q2 | $540K | Hold |
4,750
| – | – | 0.09% | 196 |
|
|
2016
Q1 | $486K | Hold |
4,750
| – | – | 0.09% | 203 |
|
|
2015
Q4 | $461K | Hold |
4,750
| – | – | 0.08% | 211 |
|
|
2015
Q3 | $418K | Hold |
4,750
| – | – | 0.07% | 204 |
|
|
2015
Q2 | $443K | Sell |
4,750
-50
| -1% | -$4.66K | 0.07% | 229 |
|
|
2015
Q1 | $452K | Hold |
4,800
| – | – | 0.07% | 229 |
|
|
2014
Q4 | $474K | Hold |
4,800
| – | – | 0.08% | 223 |
|
|
2014
Q3 | $449K | Buy |
4,800
+1,000
| +26% | +$93.5K | 0.07% | 225 |
|
|
2014
Q2 | $342K | Hold |
3,800
| – | – | 0.05% | 269 |
|
|
2014
Q1 | $311K | Hold |
3,800
| – | – | 0.05% | 259 |
|
|
2013
Q4 | $303K | Hold |
3,800
| – | – | 0.05% | 244 |
|
|
2013
Q3 | $282K | Hold |
3,800
| – | – | 0.05% | 246 |
|
|
2013
Q2 | $278K | Buy |
+3,800
| New | +$278K | 0.05% | 270 |
|