West Oak 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 | $99 | Hold |
45
| – | – | ﹤0.01% | 244 |
|
|
2025
Q1 | $98 | Hold |
45
| – | – | ﹤0.01% | 243 |
|
|
2024
Q4 | $83K | Hold |
45
| – | – | ﹤0.01% | 251 |
|
|
2024
Q3 | $105 | Sell |
45
-1,058
| -96% | -$2.47K | ﹤0.01% | 243 |
|
|
2024
Q2 | $214K | Buy |
1,103
+20
| +2% | +$3.89K | 0.09% | 116 |
|
|
2024
Q1 | $214K | Hold |
1,083
| – | – | 0.09% | 120 |
|
|
2023
Q4 | $227K | Sell |
1,083
-150
| -12% | -$31.4K | 0.11% | 112 |
|
|
2023
Q3 | $203K | Sell |
1,233
-1,940
| -61% | -$319K | 0.1% | 114 |
|
|
2023
Q2 | $613K | Hold |
3,173
| – | – | 0.3% | 75 |
|
|
2023
Q1 | $567K | Buy |
3,173
+95
| +3% | +$17K | 0.29% | 77 |
|
|
2022
Q4 | $567K | Sell |
3,078
-735
| -19% | -$135K | 0.3% | 74 |
|
|
2022
Q3 | $665K | Buy |
3,813
+90
| +2% | +$15.7K | 0.36% | 71 |
|
|
2022
Q2 | $724K | Buy |
3,723
+340
| +10% | +$66.1K | 0.38% | 71 |
|
|
2022
Q1 | $656K | Sell |
3,383
-200
| -6% | -$38.8K | 0.3% | 70 |
|
|
2021
Q4 | $720K | Sell |
3,583
-15
| -0.4% | -$3.01K | 0.26% | 75 |
|
|
2021
Q3 | $607K | Sell |
3,598
-90
| -2% | -$15.2K | 0.24% | 77 |
|
|
2021
Q2 | $610K | Sell |
3,688
-25
| -0.7% | -$4.14K | 0.24% | 76 |
|
|
2021
Q1 | $588K | Buy |
3,713
+2,530
| +214% | +$401K | 0.25% | 76 |
|
|
2020
Q4 | $266K | Sell |
1,183
-50
| -4% | -$11.2K | 0.12% | 106 |
|
|
2020
Q3 | $298K | Sell |
1,233
-105
| -8% | -$25.4K | 0.16% | 90 |
|
|
2020
Q2 | $346K | Buy |
1,338
+355
| +36% | +$91.8K | 0.2% | 84 |
|
|
2020
Q1 | $214K | Buy |
983
+883
| +883% | +$192K | 0.15% | 99 |
|
|
2019
Q4 | $23K | Hold |
100
| – | – | 0.01% | 205 |
|
|
2019
Q3 | $22K | Hold |
100
| – | – | 0.01% | 210 |
|
|
2019
Q2 | $20K | Hold |
100
| – | – | 0.01% | 224 |
|
|
2019
Q1 | $20K | Hold |
100
| – | – | 0.01% | 217 |
|
|
2018
Q4 | $15.8K | Buy |
100
+50
| +100% | +$7.91K | 0.01% | 219 |
|
|
2018
Q3 | $7.27K | Buy |
+50
| New | +$7.27K | ﹤0.01% | 274 |
|