Atwood & Palmer’s American Tower AMT Stock Holding History

Atwood & Palmer’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$80.5K	Sell	364 -189	-34%	-$41.8K	0.01%	209
2025 Q1	$120K	Buy	553 +100	+22%	+$21.8K	0.01%	174
2024 Q4	$83.1K	Hold	453	–	–	0.01%	192
2024 Q3	$105K	Hold	453	–	–	0.01%	180
2024 Q2	$88.1K	Hold	453	–	–	0.01%	193
2024 Q1	$89.5K	Hold	453	–	–	0.01%	190
2023 Q4	$97.8K	Sell	453 -13	-3%	-$2.81K	0.01%	188
2023 Q3	$76.6K	Hold	466	–	–	0.01%	186
2023 Q2	$90.4K	Buy	466 +13	+3%	+$2.52K	0.01%	193
2023 Q1	$92.6K	Hold	453	–	–	0.01%	180
2022 Q4	$96K	Hold	453	–	–	0.01%	182
2022 Q3	$97K	Sell	453 -190	-30%	-$40.7K	0.01%	171
2022 Q2	$164K	Sell	643 -250	-28%	-$63.8K	0.02%	146
2022 Q1	$225K	Buy	893 +83	+10%	+$20.9K	0.02%	137
2021 Q4	$237K	Hold	810	–	–	0.02%	141
2021 Q3	$215K	Hold	810	–	–	0.02%	140
2021 Q2	$219K	Buy	810 +190	+31%	+$51.4K	0.02%	139
2021 Q1	$148K	Hold	620	–	–	0.01%	157
2020 Q4	$139K	Hold	620	–	–	0.01%	157
2020 Q3	$150K	Hold	620	–	–	0.02%	142
2020 Q2	$160K	Hold	620	–	–	0.02%	134
2020 Q1	$135K	Buy	620 +150	+32%	+$32.7K	0.02%	134
2019 Q4	$108K	Hold	470	–	–	0.01%	156
2019 Q3	$104K	Hold	470	–	–	0.01%	159
2019 Q2	$96K	Hold	470	–	–	0.01%	155
2019 Q1	$93K	Hold	470	–	–	0.01%	153
2018 Q4	$74K	Buy	470 +70	+18%	+$11K	0.01%	162
2018 Q3	$58K	Hold	400	–	–	0.01%	175
2018 Q2	$58K	Hold	400	–	–	0.01%	176
2018 Q1	$58K	Hold	400	–	–	0.01%	175
2017 Q4	$57K	Hold	400	–	–	0.01%	177
2017 Q3	$55K	Hold	400	–	–	0.01%	178
2017 Q2	$53K	Hold	400	–	–	0.01%	182
2017 Q1	$49K	Hold	400	–	–	0.01%	179
2016 Q4	$42K	Hold	400	–	–	0.01%	180
2016 Q3	$45K	Hold	400	–	–	0.01%	177
2016 Q2	$45K	Hold	400	–	–	0.01%	176
2016 Q1	$41K	Hold	400	–	–	0.01%	184
2015 Q4	$39K	Hold	400	–	–	0.01%	220
2015 Q3	$35K	Hold	400	–	–	0.01%	217
2015 Q2	$37K	Hold	400	–	–	0.01%	205
2015 Q1	$38K	Hold	400	–	–	0.01%	200
2014 Q4	$40K	Hold	400	–	–	0.01%	206
2014 Q3	$37K	Hold	400	–	–	0.01%	219
2014 Q2	$36K	Buy	+400	New	+$36K	0.01%	204