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