Carl P. Sherr & Co’s AMES National ATLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$202K Buy
2024
Q4
Sell
2024
Q3
$303K Sell
2024
Q2
$512K Sell
2024
Q1
$525K Sell
2023
Q4
$671K Buy
2023
Q3
$515K Sell
2023
Q2
$628K Sell
2023
Q1
$758K Sell
2022
Q4
$926K Buy
2022
Q3
$868K Buy
2022
Q2
$868K Buy
2022
Q1
$972K Buy
2021
Q4
$931K Buy