YHB Investment Advisors’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 | $341K | Sell |
1,541
-157
| -9% | -$34.7K | 0.03% | 235 |
|
|
2025
Q1 | $369K | Sell |
1,698
-190
| -10% | -$41.3K | 0.03% | 223 |
|
|
2024
Q4 | $346K | Sell |
1,888
-72
| -4% | -$13.2K | 0.03% | 219 |
|
|
2024
Q3 | $456K | Sell |
1,960
-174
| -8% | -$40.5K | 0.04% | 208 |
|
|
2024
Q2 | $415K | Sell |
2,134
-242
| -10% | -$47K | 0.04% | 215 |
|
|
2024
Q1 | $469K | Sell |
2,376
-328
| -12% | -$64.8K | 0.04% | 197 |
|
|
2023
Q4 | $584K | Sell |
2,704
-4,342
| -62% | -$937K | 0.06% | 175 |
|
|
2023
Q3 | $1.16M | Sell |
7,046
-100
| -1% | -$16.4K | 0.11% | 140 |
|
|
2023
Q2 | $1.39M | Sell |
7,146
-737
| -9% | -$143K | 0.13% | 134 |
|
|
2023
Q1 | $1.61M | Buy |
7,883
+1,231
| +19% | +$252K | 0.16% | 119 |
|
|
2022
Q4 | $1.4M | Buy |
6,652
+1,471
| +28% | +$309K | 0.15% | 124 |
|
|
2022
Q3 | $1.11M | Buy |
5,181
+4,236
| +448% | +$909K | 0.12% | 134 |
|
|
2022
Q2 | $242K | Hold |
945
| – | – | 0.03% | 247 |
|
|
2022
Q1 | $237K | Buy |
945
+42
| +5% | +$10.5K | 0.02% | 270 |
|
|
2021
Q4 | $264K | Buy |
903
+2
| +0.2% | +$585 | 0.02% | 277 |
|
|
2021
Q3 | $239K | Buy |
901
+51
| +6% | +$13.5K | 0.02% | 283 |
|
|
2021
Q2 | $230K | Hold |
850
| – | – | 0.02% | 279 |
|
|
2021
Q1 | $211K | Buy |
+850
| New | +$211K | 0.02% | 285 |
|
|
2020
Q3 | – | Sell |
-1,055
| Closed | -$273K | – | 264 |
|
|
2020
Q2 | $273K | Hold |
1,055
| – | – | 0.04% | 157 |
|
|
2020
Q1 | $230K | Sell |
1,055
-4
| -0.4% | -$872 | 0.04% | 155 |
|
|
2019
Q4 | $243K | Sell |
1,059
-123
| -10% | -$28.2K | 0.03% | 171 |
|
|
2019
Q3 | $261K | Hold |
1,182
| – | – | 0.04% | 167 |
|
|
2019
Q2 | $242K | Hold |
1,182
| – | – | 0.04% | 171 |
|
|
2019
Q1 | $233K | Buy |
+1,182
| New | +$233K | 0.04% | 176 |
|