Plancorp LLC’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 | $316K | Sell |
1,430
-116
| -8% | -$25.6K | 0.01% | 287 |
|
|
2025
Q1 | $336K | Buy |
+1,546
| New | +$336K | 0.01% | 264 |
|
|
2024
Q2 | – | Sell |
-1,069
| Closed | -$211K | – | 294 |
|
|
2024
Q1 | $211K | Buy |
1,069
+133
| +14% | +$26.3K | 0.01% | 278 |
|
|
2023
Q4 | $202K | Buy |
+936
| New | +$202K | 0.01% | 270 |
|
|
2023
Q2 | – | Sell |
-5,802
| Closed | -$1.19M | – | 243 |
|
|
2023
Q1 | $1.19M | Buy |
+5,802
| New | +$1.19M | 0.07% | 95 |
|