West Branch Capital’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
$32K Sell
145
-99
-41% -$21.9K 0.01% 169
2025
Q1
$53.1K Hold
244
0.02% 149
2024
Q4
$44.8K Hold
244
0.01% 159
2024
Q3
$56.8K Sell
244
-27
-10% -$6.29K 0.02% 152
2024
Q2
$52.7K Sell
271
-24
-8% -$4.67K 0.02% 157
2024
Q1
$58.3K Sell
295
-26
-8% -$5.14K 0.02% 152
2023
Q4
$69.3K Buy
321
+26
+9% +$5.61K 0.03% 140
2023
Q3
$48.5K Sell
295
-5
-2% -$822 0.03% 163
2023
Q2
$58.2K Hold
300
0.03% 153
2023
Q1
$61.3K Hold
300
0.03% 150
2022
Q4
$63.6K Hold
300
0.04% 148
2022
Q3
$64K Hold
300
0.04% 151
2022
Q2
$77K Hold
300
0.04% 141
2022
Q1
$75K Buy
300
+10
+3% +$2.5K 0.04% 156
2021
Q4
$85K Hold
290
0.04% 154
2021
Q3
$77K Hold
290
0.04% 157
2021
Q2
$78K Buy
+290
New +$78K 0.04% 160