Whitney & Co’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 |
-26,219
| Closed | -$5.71M | – | 136 |
|
2025
Q1 | $5.71M | Buy |
26,219
+207
| +0.8% | +$45K | 0.61% | 54 |
|
2024
Q4 | $4.77M | Sell |
26,012
-1,126
| -4% | -$207K | 0.5% | 53 |
|
2024
Q3 | $6.31M | Sell |
27,138
-26
| -0.1% | -$6.05K | 0.68% | 49 |
|
2024
Q2 | $5.28M | Sell |
27,164
-449
| -2% | -$87.3K | 0.61% | 49 |
|
2024
Q1 | $5.46M | Sell |
27,613
-715
| -3% | -$141K | 0.65% | 48 |
|
2023
Q4 | $6.12M | Sell |
28,328
-47
| -0.2% | -$10.1K | 0.79% | 39 |
|
2023
Q3 | $4.67M | Sell |
28,375
-262
| -0.9% | -$43.1K | 0.7% | 41 |
|
2023
Q2 | $5.55M | Hold |
28,637
| – | – | 0.8% | 39 |
|
2023
Q1 | $5.85M | Buy |
28,637
+375
| +1% | +$76.6K | 0.93% | 40 |
|
2022
Q4 | $5.99M | Buy |
28,262
+619
| +2% | +$131K | 1.1% | 35 |
|
2022
Q3 | $5.94M | Sell |
27,643
-193
| -0.7% | -$41.4K | 1.15% | 34 |
|
2022
Q2 | $7.12M | Sell |
27,836
-7
| -0% | -$1.79K | 1.29% | 34 |
|
2022
Q1 | $7M | Buy |
27,843
+327
| +1% | +$82.2K | 1.08% | 37 |
|
2021
Q4 | $8.05M | Sell |
27,516
-73
| -0.3% | -$21.4K | 1.18% | 35 |
|
2021
Q3 | $7.32M | Buy |
27,589
+288
| +1% | +$76.4K | 1.17% | 39 |
|
2021
Q2 | $7.38M | Buy |
27,301
+310
| +1% | +$83.7K | 1.18% | 38 |
|
2021
Q1 | $6.45M | Buy |
26,991
+622
| +2% | +$149K | 1.13% | 39 |
|
2020
Q4 | $6.13M | Buy |
26,369
+223
| +0.9% | +$51.8K | 0.99% | 43 |
|
2020
Q3 | $6.32M | Buy |
26,146
+124
| +0.5% | +$30K | 1.18% | 34 |
|
2020
Q2 | $6.73M | Sell |
26,022
-650
| -2% | -$168K | 1.38% | 25 |
|
2020
Q1 | $5.81M | Sell |
26,672
-488
| -2% | -$106K | 1.43% | 24 |
|
2019
Q4 | $6.24M | Buy |
27,160
+109
| +0.4% | +$25.1K | 1.24% | 30 |
|
2019
Q3 | $5.71M | Buy |
27,051
+597
| +2% | +$126K | 1.19% | 35 |
|
2019
Q2 | $5.41M | Sell |
26,454
-23
| -0.1% | -$4.7K | 1.22% | 32 |
|
2019
Q1 | $5.17M | Buy |
26,477
+651
| +3% | +$127K | 1.17% | 33 |
|
2018
Q4 | $4.42M | Buy |
25,826
+341
| +1% | +$58.3K | 1.13% | 37 |
|
2018
Q3 | $4.06M | Buy |
25,485
+469
| +2% | +$74.7K | 0.98% | 46 |
|
2018
Q2 | $3.61M | Buy |
25,016
+255
| +1% | +$36.8K | 0.96% | 46 |
|
2018
Q1 | $3.6M | Buy |
+24,761
| New | +$3.6M | 1.03% | 43 |
|