WSTAM
Wilbanks Smith & Thomas Asset Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $885K | Sell |
4,478
-583
| -12% | -$115K | 0.02% | 254 |
|
|
2023
Q4 | $1.09M | Sell |
5,061
-5,247
| -51% | -$1.13M | 0.03% | 212 |
|
|
2023
Q3 | $1.7M | Sell |
10,308
-38,139
| -79% | -$6.27M | 0.06% | 176 |
|
|
2023
Q2 | $9.4M | Sell |
48,447
-4,462
| -8% | -$865K | 0.31% | 79 |
|
|
2023
Q1 | $10.8M | Buy |
52,909
+11,722
| +28% | +$2.4M | 0.38% | 69 |
|
|
2022
Q4 | $8.73M | Sell |
41,187
-1,069
| -3% | -$226K | 0.33% | 74 |
|
|
2022
Q3 | $9.07M | Buy |
42,256
+1,322
| +3% | +$284K | 0.39% | 65 |
|
|
2022
Q2 | $10.5M | Buy |
40,934
+1,406
| +4% | +$359K | 0.44% | 57 |
|
|
2022
Q1 | $9.53M | Sell |
39,528
-1,765
| -4% | -$425K | 0.38% | 64 |
|
|
2021
Q4 | $12.1M | Buy |
41,293
+3,547
| +9% | +$1.04M | 0.42% | 60 |
|
|
2021
Q3 | $10M | Buy |
37,746
+1,255
| +3% | +$333K | 0.39% | 66 |
|
|
2021
Q2 | $9.86M | Buy |
36,491
+2,725
| +8% | +$736K | 0.39% | 63 |
|
|
2021
Q1 | $8.07M | Buy |
33,766
+6,550
| +24% | +$1.57M | 0.35% | 66 |
|
|
2020
Q4 | $6.11M | Buy |
27,216
+1,892
| +7% | +$425K | 0.29% | 81 |
|
|
2020
Q3 | $6.12M | Buy |
25,324
+1,562
| +7% | +$378K | 0.33% | 69 |
|
|
2020
Q2 | $6.14M | Buy |
23,762
+2,300
| +11% | +$595K | 0.37% | 62 |
|
|
2020
Q1 | $4.67M | Buy |
21,462
+2,894
| +16% | +$630K | 0.35% | 61 |
|
|
2019
Q4 | $4.27M | Buy |
18,568
+1,344
| +8% | +$309K | 0.25% | 90 |
|
|
2019
Q3 | $3.81M | Buy |
+17,224
| New | +$3.81M | 0.24% | 90 |
|
|
2018
Q4 | – | Sell |
-488
| Closed | -$71K | – | 389 |
|
|
2018
Q3 | $71K | Buy |
+488
| New | +$71K | ﹤0.01% | 610 |
|