Winfield Associates’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.68M | Sell |
10,652
-1,690
| -14% | -$425K | 0.97% | 28 |
|
|
2021
Q4 | $3.61M | Buy |
12,342
+125
| +1% | +$36.6K | 1.2% | 20 |
|
|
2021
Q3 | $3.24M | Buy |
12,217
+65
| +0.5% | +$17.3K | 1.2% | 19 |
|
|
2021
Q2 | $3.28M | Buy |
12,152
+83
| +0.7% | +$22.4K | 1.21% | 20 |
|
|
2021
Q1 | $2.89M | Sell |
12,069
-205
| -2% | -$49K | 1.18% | 19 |
|
|
2020
Q4 | $2.76M | Sell |
12,274
-250
| -2% | -$56.1K | 1.16% | 21 |
|
|
2020
Q3 | $3.03M | Buy |
12,524
+235
| +2% | +$56.8K | 1.44% | 17 |
|
|
2020
Q2 | $3.18M | Buy |
12,289
+665
| +6% | +$172K | 1.63% | 14 |
|
|
2020
Q1 | $2.53M | Sell |
11,624
-235
| -2% | -$51.2K | 1.6% | 16 |
|
|
2019
Q4 | $2.73M | Buy |
11,859
+822
| +7% | +$189K | 1.26% | 23 |
|
|
2019
Q3 | $2.44M | Buy |
11,037
+1,975
| +22% | +$437K | 1.19% | 25 |
|
|
2019
Q2 | $1.85M | Sell |
9,062
-20
| -0.2% | -$4.09K | 0.96% | 35 |
|
|
2019
Q1 | $1.79M | Buy |
9,082
+332
| +4% | +$65.4K | 0.95% | 31 |
|
|
2018
Q4 | $1.38M | Buy |
8,750
+25
| +0.3% | +$3.95K | 0.85% | 38 |
|
|
2018
Q3 | $1.27M | Buy |
8,725
+700
| +9% | +$102K | 0.63% | 46 |
|
|
2018
Q2 | $1.16M | Sell |
8,025
-200
| -2% | -$28.8K | 0.62% | 47 |
|
|
2018
Q1 | $1.2M | Buy |
8,225
+550
| +7% | +$79.9K | 0.64% | 44 |
|
|
2017
Q4 | $1.1M | Buy |
7,675
+550
| +8% | +$78.5K | 0.55% | 50 |
|
|
2017
Q3 | $974K | Buy |
7,125
+100
| +1% | +$13.7K | 0.51% | 48 |
|
|
2017
Q2 | $930K | Buy |
7,025
+1,100
| +19% | +$146K | 0.51% | 49 |
|
|
2017
Q1 | $720K | Sell |
5,925
-59
| -1% | -$7.17K | 0.41% | 64 |
|
|
2016
Q4 | $632K | Sell |
5,984
-455
| -7% | -$48.1K | 0.39% | 70 |
|
|
2016
Q3 | $730K | Sell |
6,439
-55
| -0.8% | -$6.24K | 0.46% | 59 |
|
|
2016
Q2 | $738K | Buy |
6,494
+219
| +3% | +$24.9K | 0.48% | 54 |
|
|
2016
Q1 | $642K | Hold |
6,275
| – | – | 0.44% | 63 |
|
|
2015
Q4 | $608K | Buy |
6,275
+300
| +5% | +$29.1K | 0.41% | 60 |
|
|
2015
Q3 | $526K | Hold |
5,975
| – | – | 0.39% | 62 |
|
|
2015
Q2 | $557K | Hold |
5,975
| – | – | 0.38% | 67 |
|
|
2015
Q1 | $563K | Sell |
5,975
-300
| -5% | -$28.3K | 0.39% | 67 |
|
|
2014
Q4 | $620K | Buy |
6,275
+100
| +2% | +$9.88K | 0.46% | 65 |
|
|
2014
Q3 | $578K | Buy |
6,175
+1,000
| +19% | +$93.6K | 0.43% | 69 |
|
|
2014
Q2 | $465K | Buy |
5,175
+1,875
| +57% | +$168K | 0.34% | 85 |
|
|
2014
Q1 | $270K | Buy |
3,300
+2,100
| +175% | +$172K | 0.22% | 96 |
|
|
2013
Q4 | $96K | Buy |
+1,200
| New | +$96K | 0.08% | 142 |
|