Mitchell & Pahl Private Wealth’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 | $584K | Sell |
2,641
-138
| -5% | -$30.5K | 0.26% | 122 |
|
|
2025
Q1 | $605K | Sell |
2,779
-56
| -2% | -$12.2K | 0.28% | 117 |
|
|
2024
Q4 | $520K | Sell |
2,835
-27
| -0.9% | -$4.95K | 0.24% | 126 |
|
|
2024
Q3 | $666K | Sell |
2,862
-30
| -1% | -$6.98K | 0.31% | 112 |
|
|
2024
Q2 | $562K | Sell |
2,892
-4
| -0.1% | -$778 | 0.3% | 113 |
|
|
2024
Q1 | $572K | Sell |
2,896
-154
| -5% | -$30.4K | 0.3% | 117 |
|
|
2023
Q4 | $658K | Sell |
3,050
-114
| -4% | -$24.6K | 0.37% | 103 |
|
|
2023
Q3 | $520K | Sell |
3,164
-101
| -3% | -$16.6K | 0.31% | 111 |
|
|
2023
Q2 | $633K | Sell |
3,265
-73
| -2% | -$14.2K | 0.38% | 92 |
|
|
2023
Q1 | $682K | Sell |
3,338
-81
| -2% | -$16.6K | 0.43% | 85 |
|
|
2022
Q4 | $724K | Sell |
3,419
-277
| -7% | -$58.7K | 0.48% | 79 |
|
|
2022
Q3 | $793K | Sell |
3,696
-290
| -7% | -$62.2K | 0.59% | 61 |
|
|
2022
Q2 | $1.02M | Sell |
3,986
-243
| -6% | -$62.1K | 0.71% | 48 |
|
|
2022
Q1 | $1.06M | Sell |
4,229
-406
| -9% | -$102K | 0.68% | 49 |
|
|
2021
Q4 | $1.36M | Sell |
4,635
-56
| -1% | -$16.4K | 0.87% | 35 |
|
|
2021
Q3 | $1.25M | Sell |
4,691
-35
| -0.7% | -$9.29K | 0.9% | 34 |
|
|
2021
Q2 | $1.28M | Sell |
4,726
-113
| -2% | -$30.5K | 0.91% | 35 |
|
|
2021
Q1 | $1.16M | Sell |
4,839
-58
| -1% | -$13.9K | 0.9% | 38 |
|
|
2020
Q4 | $1.1M | Buy |
+4,897
| New | +$1.1M | 0.92% | 35 |
|