American Trust’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
+6,631
| New | +$573K | 0.05% | 150 |
|
|
2025
Q1 | – | Sell |
-7,253
| Closed | -$399K | – | 135 |
|
|
2024
Q4 | $399K | Sell |
7,253
-894
| -11% | -$49.2K | 0.03% | 191 |
|
|
2024
Q3 | $545K | Sell |
8,147
-1,053
| -11% | -$70.5K | 0.05% | 130 |
|
|
2024
Q2 | $510K | Sell |
9,200
-2,148
| -19% | -$119K | 0.04% | 119 |
|
|
2024
Q1 | $581K | Sell |
11,348
-961
| -8% | -$49.2K | 0.05% | 132 |
|
|
2023
Q4 | $560K | Sell |
12,309
-1,684
| -12% | -$76.6K | 0.04% | 132 |
|
|
2023
Q3 | $576K | Sell |
13,993
-5,441
| -28% | -$224K | 0.04% | 136 |
|
|
2023
Q2 | $860K | Sell |
19,434
-889
| -4% | -$39.3K | 0.06% | 154 |
|
|
2023
Q1 | $802K | Sell |
20,323
-1,810
| -8% | -$71.4K | 0.06% | 155 |
|
|
2022
Q4 | $661K | Buy |
22,133
+3,257
| +17% | +$97.3K | 0.06% | 171 |
|
|
2022
Q3 | $502K | Sell |
18,876
-542
| -3% | -$14.4K | 0.04% | 193 |
|
|
2022
Q2 | $441K | Buy |
19,418
+5,590
| +40% | +$127K | 0.04% | 237 |
|
|
2022
Q1 | $371K | Sell |
13,828
-185
| -1% | -$4.96K | 0.02% | 303 |
|
|
2021
Q4 | $223K | Buy |
+14,013
| New | +$223K | 0.02% | 325 |
|