Donaldson Capital Management’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,895
Closed -$2.31M 224
2023
Q2
$2.31M Sell
11,895
-135
-1% -$26.2K 0.11% 81
2023
Q1
$2.46M Buy
12,030
+1,337
+13% +$273K 0.12% 81
2022
Q4
$2.27M Sell
10,693
-853
-7% -$181K 0.11% 85
2022
Q3
$2.48M Buy
+11,546
New +$2.48M 0.14% 77