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