Williams Jones Wealth Management’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 | $13M | Sell |
58,608
-441
| -0.7% | -$97.5K | 0.15% | 87 |
|
|
2025
Q1 | $12.8M | Sell |
59,049
-895
| -1% | -$195K | 0.16% | 86 |
|
|
2024
Q4 | $11M | Sell |
59,944
-1,652
| -3% | -$303K | 0.13% | 97 |
|
|
2024
Q3 | $14.3M | Buy |
61,596
+382
| +0.6% | +$88.8K | 0.17% | 89 |
|
|
2024
Q2 | $11.9M | Sell |
61,214
-1,112
| -2% | -$216K | 0.15% | 95 |
|
|
2024
Q1 | $12.3M | Sell |
62,326
-1,971
| -3% | -$389K | 0.16% | 93 |
|
|
2023
Q4 | $13.9M | Sell |
64,297
-100
| -0.2% | -$21.6K | 0.19% | 83 |
|
|
2023
Q3 | $10.6M | Sell |
64,397
-3,694
| -5% | -$607K | 0.16% | 94 |
|
|
2023
Q2 | $13.2M | Sell |
68,091
-543
| -0.8% | -$105K | 0.2% | 83 |
|
|
2023
Q1 | $14M | Sell |
68,634
-767
| -1% | -$157K | 0.22% | 83 |
|
|
2022
Q4 | $14.7M | Sell |
69,401
-557
| -0.8% | -$118K | 0.25% | 77 |
|
|
2022
Q3 | $15M | Sell |
69,958
-348
| -0.5% | -$74.7K | 0.26% | 74 |
|
|
2022
Q2 | $18M | Buy |
70,306
+2,845
| +4% | +$727K | 0.29% | 67 |
|
|
2022
Q1 | $16.9M | Sell |
67,461
-826
| -1% | -$208K | 0.24% | 75 |
|
|
2021
Q4 | $20M | Sell |
68,287
-52
| -0.1% | -$15.2K | 0.25% | 72 |
|
|
2021
Q3 | $18.1M | Buy |
68,339
+13
| +0% | +$3.45K | 0.25% | 75 |
|
|
2021
Q2 | $18.5M | Buy |
68,326
+720
| +1% | +$195K | 0.26% | 73 |
|
|
2021
Q1 | $16.2M | Buy |
67,606
+270
| +0.4% | +$64.5K | 0.25% | 73 |
|
|
2020
Q4 | $15.1M | Buy |
67,336
+245
| +0.4% | +$55K | 0.25% | 71 |
|
|
2020
Q3 | $16.2M | Sell |
67,091
-494
| -0.7% | -$119K | 0.3% | 66 |
|
|
2020
Q2 | $17.5M | Sell |
67,585
-1,014
| -1% | -$262K | 0.36% | 57 |
|
|
2020
Q1 | $14.9M | Sell |
68,599
-328
| -0.5% | -$71.4K | 0.39% | 55 |
|
|
2019
Q4 | $15.8M | Sell |
68,927
-1,600
| -2% | -$368K | 0.3% | 70 |
|
|
2019
Q3 | $15.6M | Buy |
+70,527
| New | +$15.6M | 0.32% | 70 |
|