Ownership history in Segment Wealth Management, LLC · 30 quarters on record
This page tracks every 13F SEC filing in which Segment Wealth Management, LLC reported a position in AMERICAN TOWER CORP NEW (AMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 1,042 | — | 0% | 0.01% | $200K | $190.47 |
| 2025 Q2 | UNCHANGED | 1,042 | — | 0% | 0.01% | $230K | $216.98 |
| 2025 Q1 | REDUCED | 1,042 | -41,720 | -97.6% | 0.02% | $227K | $210.22 |
| 2023 Q4 | REDUCED | 42,762 | -2,973 | -6.5% | 0.82% | $9.2M | $201.73 |
| 2023 Q3 | ADDED | 45,735 | +2,626 | +6.1% | 0.76% | $7.5M | $150.94 |
| 2023 Q2 | REDUCED | 43,109 | -97 | -0.2% | 0.87% | $8.4M | $178.00 |
| 2023 Q1 | ADDED | 43,206 | +1,724 | +4.2% | 1.00% | $8.8M | $184.65 |
| 2022 Q4 | ADDED | 41,482 | +2,028 | +5.1% | 1.02% | $8.8M | $191.45 |
| 2022 Q3 | ADDED | 39,454 | +1,870 | +5.0% | 1.06% | $8.5M | $191.19 |
| 2022 Q2 | ADDED | 37,584 | +2,049 | +5.8% | 1.22% | $9.6M | $227.61 |
As of 2025 Q4 — sorted by position size