BOPW
Brandywine Oak Private Wealth’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,057
| Closed | -$230K | – | 234 |
|
|
2025
Q1 | $230K | Sell |
1,057
-123
| -10% | -$26.8K | 0.02% | 207 |
|
|
2024
Q4 | $216K | Buy |
1,180
+1
| +0.1% | +$183 | 0.02% | 219 |
|
|
2024
Q3 | $274K | Buy |
1,179
+38
| +3% | +$8.84K | 0.03% | 202 |
|
|
2024
Q2 | $222K | Sell |
1,141
-16
| -1% | -$3.11K | 0.02% | 214 |
|
|
2024
Q1 | $229K | Sell |
1,157
-187
| -14% | -$37K | 0.02% | 219 |
|
|
2023
Q4 | $290K | Sell |
1,344
-29
| -2% | -$6.26K | 0.03% | 193 |
|
|
2023
Q3 | $226K | Sell |
1,373
-420
| -23% | -$69.1K | 0.03% | 214 |
|
|
2023
Q2 | $348K | Sell |
1,793
-162
| -8% | -$31.4K | 0.04% | 185 |
|
|
2023
Q1 | $399K | Sell |
1,955
-452
| -19% | -$92.4K | 0.05% | 173 |
|
|
2022
Q4 | $510K | Sell |
2,407
-321
| -12% | -$68K | 0.06% | 155 |
|
|
2022
Q3 | $585K | Sell |
2,728
-1,704
| -38% | -$365K | 0.08% | 140 |
|
|
2022
Q2 | $1.13M | Sell |
4,432
-180
| -4% | -$46K | 0.14% | 97 |
|
|
2022
Q1 | $1.16M | Sell |
4,612
-905
| -16% | -$227K | 0.13% | 111 |
|
|
2021
Q4 | $1.61M | Sell |
5,517
-55
| -1% | -$16.1K | 0.18% | 90 |
|
|
2021
Q3 | $1.48M | Sell |
5,572
-15
| -0.3% | -$3.98K | 0.17% | 90 |
|
|
2021
Q2 | $1.51M | Buy |
5,587
+4,083
| +271% | +$1.1M | 0.18% | 89 |
|
|
2021
Q1 | $359K | Sell |
1,504
-50
| -3% | -$11.9K | 0.05% | 175 |
|
|
2020
Q4 | $348K | Buy |
1,554
+42
| +3% | +$9.41K | 0.05% | 174 |
|
|
2020
Q3 | $365K | Sell |
1,512
-243
| -14% | -$58.7K | 0.06% | 166 |
|
|
2020
Q2 | $453K | Sell |
1,755
-301
| -15% | -$77.7K | 0.08% | 141 |
|
|
2020
Q1 | $448K | Buy |
2,056
+16
| +0.8% | +$3.49K | 0.09% | 122 |
|
|
2019
Q4 | $468K | Sell |
2,040
-32
| -2% | -$7.34K | 0.09% | 121 |
|
|
2019
Q3 | $458K | Buy |
2,072
+13
| +0.6% | +$2.87K | 0.09% | 115 |
|
|
2019
Q2 | $420K | Sell |
2,059
-168
| -8% | -$34.3K | 0.08% | 123 |
|
|
2019
Q1 | $438K | Sell |
2,227
-64
| -3% | -$12.6K | 0.09% | 111 |
|
|
2018
Q4 | $362K | Buy |
+2,291
| New | +$362K | 0.08% | 118 |
|