Moody National Bank Trust Division’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,851
| Closed | -$798K | – | 495 |
|
|
2023
Q3 | $798K | Buy |
4,851
+141
| +3% | +$23.2K | 0.05% | 270 |
|
|
2023
Q2 | $913K | Buy |
4,710
+6
| +0.1% | +$1.16K | 0.06% | 232 |
|
|
2023
Q1 | $961K | Hold |
4,704
| – | – | 0.08% | 213 |
|
|
2022
Q4 | $997K | Sell |
4,704
-371
| -7% | -$78.6K | 0.09% | 193 |
|
|
2022
Q3 | $1.09M | Buy |
5,075
+306
| +6% | +$65.7K | 0.11% | 167 |
|
|
2022
Q2 | $1.22M | Buy |
+4,769
| New | +$1.22M | 0.13% | 142 |
|
|
2019
Q2 | – | Sell |
-302
| Closed | -$60K | – | 393 |
|
|
2019
Q1 | $60K | Buy |
302
+26
| +9% | +$5.17K | ﹤0.01% | 414 |
|
|
2018
Q4 | $44K | Buy |
+276
| New | +$44K | ﹤0.01% | 410 |
|
|
2013
Q3 | – | Sell |
-6,000
| Closed | -$439K | – | 239 |
|
|
2013
Q2 | $439K | Buy |
+6,000
| New | +$439K | 0.03% | 152 |
|