Mendel 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $687K | Sell |
3,106
-124
| -4% | -$27.4K | 0.39% | 54 |
|
2025
Q1 | $703K | Buy |
3,230
+256
| +9% | +$55.7K | 0.43% | 52 |
|
2024
Q4 | $545K | Sell |
2,974
-553
| -16% | -$101K | 0.33% | 57 |
|
2024
Q3 | $820K | Sell |
3,527
-86
| -2% | -$20K | 0.5% | 48 |
|
2024
Q2 | $702K | Sell |
3,613
-27
| -0.7% | -$5.25K | 0.45% | 51 |
|
2024
Q1 | $719K | Sell |
3,640
-342
| -9% | -$67.6K | 0.48% | 50 |
|
2023
Q4 | $860K | Buy |
3,982
+61
| +2% | +$13.2K | 0.62% | 40 |
|
2023
Q3 | $645K | Buy |
3,921
+10
| +0.3% | +$1.65K | 0.53% | 43 |
|
2023
Q2 | $759K | Buy |
3,911
+17
| +0.4% | +$3.3K | 0.61% | 42 |
|
2023
Q1 | $796K | Buy |
3,894
+835
| +27% | +$171K | 0.72% | 34 |
|
2022
Q4 | $648K | Buy |
3,059
+699
| +30% | +$148K | 0.68% | 36 |
|
2022
Q3 | $507K | Buy |
2,360
+51
| +2% | +$11K | 0.6% | 35 |
|
2022
Q2 | $590K | Sell |
2,309
-139
| -6% | -$35.5K | 0.66% | 32 |
|
2022
Q1 | $615K | Buy |
2,448
+298
| +14% | +$74.9K | 0.58% | 35 |
|
2021
Q4 | $629K | Buy |
+2,150
| New | +$629K | 0.58% | 32 |
|