Whittier Trust’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 | $3.46M | Sell |
15,641
-13
| -0.1% | -$2.87K | 0.04% | 228 |
|
|
2025
Q1 | $3.41M | Sell |
15,654
-1,940
| -11% | -$422K | 0.05% | 226 |
|
|
2024
Q4 | $3.23M | Sell |
17,594
-1,377
| -7% | -$253K | 0.04% | 235 |
|
|
2024
Q3 | $4.41M | Sell |
18,971
-1,685
| -8% | -$392K | 0.06% | 216 |
|
|
2024
Q2 | $4.02M | Sell |
20,656
-2,664
| -11% | -$518K | 0.06% | 213 |
|
|
2024
Q1 | $4.61M | Sell |
23,320
-30,638
| -57% | -$6.05M | 0.07% | 204 |
|
|
2023
Q4 | $11.6M | Sell |
53,958
-32,395
| -38% | -$6.99M | 0.19% | 116 |
|
|
2023
Q3 | $14.2M | Buy |
86,353
+1,230
| +1% | +$202K | 0.25% | 86 |
|
|
2023
Q2 | $16.5M | Sell |
85,123
-1,900
| -2% | -$368K | 0.29% | 83 |
|
|
2023
Q1 | $17.8M | Sell |
87,023
-299
| -0.3% | -$61.1K | 0.32% | 74 |
|
|
2022
Q4 | $18.5M | Sell |
87,322
-22,980
| -21% | -$4.87M | 0.36% | 69 |
|
|
2022
Q3 | $23.7M | Buy |
110,302
+2,976
| +3% | +$639K | 0.5% | 50 |
|
|
2022
Q2 | $27.4M | Buy |
107,326
+953
| +0.9% | +$244K | 0.55% | 44 |
|
|
2022
Q1 | $26.7M | Buy |
106,373
+1,546
| +1% | +$388K | 0.45% | 51 |
|
|
2021
Q4 | $30.7M | Buy |
104,827
+1,575
| +2% | +$461K | 0.5% | 51 |
|
|
2021
Q3 | $27.4M | Buy |
103,252
+520
| +0.5% | +$138K | 0.5% | 49 |
|
|
2021
Q2 | $27.8M | Buy |
102,732
+3,036
| +3% | +$820K | 0.49% | 47 |
|
|
2021
Q1 | $23.8M | Buy |
99,696
+2,825
| +3% | +$675K | 0.46% | 52 |
|
|
2020
Q4 | $21.7M | Buy |
96,871
+3,241
| +3% | +$727K | 0.46% | 52 |
|
|
2020
Q3 | $22.6M | Buy |
93,630
+576
| +0.6% | +$139K | 0.54% | 40 |
|
|
2020
Q2 | $24.1M | Buy |
93,054
+1,980
| +2% | +$512K | 0.67% | 35 |
|
|
2020
Q1 | $19.8M | Sell |
91,074
-1,135
| -1% | -$247K | 0.65% | 35 |
|
|
2019
Q4 | $21.2M | Buy |
92,209
+1,060
| +1% | +$244K | 0.56% | 43 |
|
|
2019
Q3 | $20.2M | Buy |
91,149
+1,879
| +2% | +$415K | 0.58% | 41 |
|
|
2019
Q2 | $18.3M | Buy |
89,270
+1,491
| +2% | +$305K | 0.54% | 44 |
|
|
2019
Q1 | $17.3M | Buy |
87,779
+694
| +0.8% | +$137K | 0.53% | 47 |
|
|
2018
Q4 | $13.8M | Sell |
87,085
-768
| -0.9% | -$121K | 0.47% | 51 |
|
|
2018
Q3 | $12.8M | Buy |
87,853
+869
| +1% | +$126K | 0.4% | 66 |
|
|
2018
Q2 | $12.5M | Buy |
86,984
+5,413
| +7% | +$780K | 0.41% | 67 |
|
|
2018
Q1 | $11.9M | Buy |
81,571
+3,543
| +5% | +$515K | 0.4% | 68 |
|
|
2017
Q4 | $11.1M | Buy |
78,028
+3,562
| +5% | +$508K | 0.39% | 72 |
|
|
2017
Q3 | $10.2M | Buy |
74,466
+669
| +0.9% | +$91.4K | 0.37% | 77 |
|
|
2017
Q2 | $9.77M | Buy |
73,797
+1,142
| +2% | +$151K | 0.38% | 78 |
|
|
2017
Q1 | $8.83M | Buy |
72,655
+1,894
| +3% | +$230K | 0.36% | 82 |
|
|
2016
Q4 | $7.48M | Buy |
70,761
+597
| +0.9% | +$63.1K | 0.32% | 87 |
|
|
2016
Q3 | $7.95M | Sell |
70,164
-5,995
| -8% | -$679K | 0.35% | 83 |
|
|
2016
Q2 | $8.65M | Buy |
76,159
+842
| +1% | +$95.7K | 0.38% | 76 |
|
|
2016
Q1 | $7.71M | Buy |
75,317
+1,938
| +3% | +$198K | 0.34% | 82 |
|
|
2015
Q4 | $7.11M | Buy |
73,379
+1,343
| +2% | +$130K | 0.32% | 89 |
|
|
2015
Q3 | $6.34M | Sell |
72,036
-286
| -0.4% | -$25.2K | 0.31% | 89 |
|
|
2015
Q2 | $6.75M | Buy |
72,322
+5,101
| +8% | +$476K | 0.3% | 87 |
|
|
2015
Q1 | $6.33M | Buy |
67,221
+1,199
| +2% | +$113K | 0.29% | 96 |
|
|
2014
Q4 | $6.53M | Buy |
66,022
+309
| +0.5% | +$30.5K | 0.31% | 91 |
|
|
2014
Q3 | $6.15M | Buy |
65,713
+295
| +0.5% | +$27.6K | 0.3% | 96 |
|
|
2014
Q2 | $5.89M | Buy |
65,418
+1,299
| +2% | +$117K | 0.29% | 99 |
|
|
2014
Q1 | $5.25M | Buy |
64,119
+842
| +1% | +$68.9K | 0.27% | 105 |
|
|
2013
Q4 | $5.05M | Buy |
63,277
+184
| +0.3% | +$14.7K | 0.26% | 106 |
|
|
2013
Q3 | $4.68M | Buy |
63,093
+584
| +0.9% | +$43.3K | 0.25% | 107 |
|
|
2013
Q2 | $4.57M | Buy |
+62,509
| New | +$4.57M | 0.26% | 102 |
|