Paladin Advisory Group’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 | $391K | Sell |
1,770
-530
| -23% | -$117K | 0.3% | 59 |
|
2025
Q1 | $500K | Hold |
2,300
| – | – | 0.4% | 47 |
|
2024
Q4 | $422K | Hold |
2,300
| – | – | 0.32% | 54 |
|
2024
Q3 | $535K | Hold |
2,300
| – | – | 0.39% | 47 |
|
2024
Q2 | $446K | Hold |
2,300
| – | – | 0.35% | 54 |
|
2024
Q1 | $444K | Sell |
2,300
-104
| -4% | -$20.1K | 0.35% | 53 |
|
2023
Q4 | $519K | Sell |
2,404
-172
| -7% | -$37.1K | 0.43% | 45 |
|
2023
Q3 | $424K | Hold |
2,576
| – | – | 0.36% | 53 |
|
2023
Q2 | $500K | Hold |
2,576
| – | – | 0.4% | 48 |
|
2023
Q1 | $526K | Buy |
+2,576
| New | +$526K | 0.44% | 47 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 19 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 19 |
|
2022
Q2 | – | Sell |
-2,576
| Closed | -$661K | – | 19 |
|
2022
Q1 | $661K | Buy |
+2,576
| New | +$661K | 0.54% | 47 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 18 |
|