Brandywine Oak Private Wealth’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,057
| Closed | -$230K | – | 235 |
|
|
2025
Q1 | $230K | Sell |
1,057
-123
| -10% | -$24.1K | 0.02% | 208 |
|
|
2024
Q4 | $216K | Buy |
1,180
+1
| +0.1% | +$207 | 0.02% | 219 |
|
|
2024
Q3 | $274K | Buy |
1,179
+38
| +3% | +$8.43K | 0.03% | 203 |
|
|
2024
Q2 | $222K | Sell |
1,141
-16
| -1% | -$2.99K | 0.02% | 215 |
|
|
2024
Q1 | $229K | Sell |
1,157
-187
| -14% | -$37.2K | 0.02% | 220 |
|
|
2023
Q4 | $290K | Sell |
1,344
-29
| -2% | -$5.48K | 0.03% | 194 |
|
|
2023
Q3 | $226K | Sell |
1,373
-420
| -23% | -$76.7K | 0.03% | 215 |
|
|
2023
Q2 | $348K | Sell |
1,793
-162
| -8% | -$31.7K | 0.04% | 186 |
|
|
2023
Q1 | $399K | Sell |
1,955
-452
| -19% | -$94.8K | 0.05% | 174 |
|
|
2022
Q4 | $510K | Sell |
2,407
-321
| -12% | -$66.8K | 0.06% | 156 |
|
|
2022
Q3 | $585K | Sell |
2,728
-1,704
| -38% | -$438K | 0.08% | 140 |
|
|
2022
Q2 | $1.13M | Sell |
4,432
-180
| -4% | -$45.2K | 0.14% | 97 |
|
|
2022
Q1 | $1.16M | Sell |
4,612
-905
| -16% | -$221K | 0.13% | 111 |
|
|
2021
Q4 | $1.61M | Sell |
5,517
-55
| -1% | -$15K | 0.18% | 90 |
|
|
2021
Q3 | $1.48M | Sell |
5,572
-15
| -0.3% | -$4.28K | 0.17% | 90 |
|
|
2021
Q2 | $1.51M | Buy |
5,587
+4,083
| +271% | +$1.04M | 0.18% | 89 |
|
|
2021
Q1 | $359K | Sell |
1,504
-50
| -3% | -$11.1K | 0.05% | 175 |
|
|
2020
Q4 | $348K | Buy |
1,554
+42
| +3% | +$9.76K | 0.05% | 174 |
|
|
2020
Q3 | $365K | Sell |
1,512
-243
| -14% | -$61.6K | 0.06% | 166 |
|
|
2020
Q2 | $453K | Sell |
1,755
-301
| -15% | -$74.5K | 0.08% | 141 |
|
|
2020
Q1 | $448K | Buy |
2,056
+16
| +0.8% | +$3.72K | 0.09% | 122 |
|
|
2019
Q4 | $468K | Sell |
2,040
-32
| -2% | -$6.97K | 0.09% | 121 |
|
|
2019
Q3 | $458K | Buy |
2,072
+13
| +0.6% | +$2.84K | 0.09% | 115 |
|
|
2019
Q2 | $420K | Sell |
2,059
-168
| -8% | -$33.8K | 0.08% | 123 |
|
|
2019
Q1 | $438K | Sell |
2,227
-64
| -3% | -$11.2K | 0.09% | 111 |
|
|
2018
Q4 | $362K | Buy |
+2,291
| New | +$358K | 0.08% | 118 |
|
Other funds holding AMT
