Parcion 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
Q1 | – | Sell |
-1,455
| Closed | -$267K | – | 290 |
|
|
2024
Q4 | $267K | Buy |
1,455
+103
| +8% | +$18.9K | 0.02% | 210 |
|
|
2024
Q3 | $314K | Hold |
1,352
| – | – | 0.03% | 188 |
|
|
2024
Q2 | $263K | Buy |
+1,352
| New | +$263K | 0.02% | 174 |
|
|
2022
Q3 | – | Sell |
-791
| Closed | -$205K | – | 194 |
|
|
2022
Q2 | $205K | Sell |
791
-293
| -27% | -$75.9K | 0.02% | 204 |
|
|
2022
Q1 | $271K | Sell |
1,084
-38
| -3% | -$9.5K | 0.03% | 173 |
|
|
2021
Q4 | $283K | Sell |
1,122
-48
| -4% | -$12.1K | 0.03% | 166 |
|
|
2021
Q3 | $315K | Buy |
1,170
+64
| +6% | +$17.2K | 0.03% | 167 |
|
|
2021
Q2 | $299K | Hold |
1,106
| – | – | 0.03% | 165 |
|
|
2021
Q1 | $264K | Buy |
+1,106
| New | +$264K | 0.03% | 174 |
|
|
2020
Q4 | – | Sell |
-887
| Closed | -$216K | – | 184 |
|
|
2020
Q3 | $216K | Sell |
887
-73
| -8% | -$17.8K | 0.03% | 173 |
|
|
2020
Q2 | $255K | Buy |
+960
| New | +$255K | 0.04% | 161 |
|