West Coast Financial’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 | – | Sell |
-42,118
| Closed | -$9.16M | – | 10 |
|
|
2025
Q1 | $9.16M | Sell |
42,118
-1,214
| -3% | -$264K | 1.05% | 25 |
|
|
2024
Q4 | $7.95M | Buy |
43,332
+365
| +0.8% | +$66.9K | 0.88% | 40 |
|
|
2024
Q3 | $9.99M | Buy |
42,967
+399
| +0.9% | +$92.8K | 1.1% | 24 |
|
|
2024
Q2 | $8.27M | Buy |
42,568
+40,849
| +2,376% | +$7.94M | 0.98% | 32 |
|
|
2024
Q1 | $340K | Buy |
1,719
+270
| +19% | +$53.3K | 0.04% | 125 |
|
|
2023
Q4 | $313K | Sell |
1,449
-137
| -9% | -$29.6K | 0.04% | 122 |
|
|
2023
Q3 | $261K | Sell |
1,586
-36
| -2% | -$5.92K | 0.04% | 125 |
|
|
2023
Q2 | $315K | Buy |
1,622
+44
| +3% | +$8.53K | 0.04% | 121 |
|
|
2023
Q1 | $322K | Sell |
1,578
-409
| -21% | -$83.6K | 0.05% | 107 |
|
|
2022
Q4 | $421K | Buy |
+1,987
| New | +$421K | 0.07% | 93 |
|