Prudent Man Advisors’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 | $876K | Buy |
3,965
+45
| +1% | +$9.95K | 0.28% | 82 |
|
|
2025
Q1 | $853K | Hold |
3,920
| – | – | 0.31% | 74 |
|
|
2024
Q4 | $719K | Sell |
3,920
-1,017
| -21% | -$187K | 0.26% | 82 |
|
|
2024
Q3 | $1.15M | Hold |
4,937
| – | – | 0.38% | 64 |
|
|
2024
Q2 | $960K | Buy |
4,937
+260
| +6% | +$50.5K | 0.34% | 67 |
|
|
2024
Q1 | $924K | Sell |
4,677
-343
| -7% | -$67.8K | 0.35% | 68 |
|
|
2023
Q4 | $1.08M | Sell |
5,020
-54
| -1% | -$11.7K | 0.4% | 56 |
|
|
2023
Q3 | $834K | Hold |
5,074
| – | – | 0.33% | 69 |
|
|
2023
Q2 | $984K | Buy |
5,074
+594
| +13% | +$115K | 0.37% | 56 |
|
|
2023
Q1 | $915K | Hold |
4,480
| – | – | 0.36% | 59 |
|
|
2022
Q4 | $949K | Buy |
4,480
+523
| +13% | +$111K | 0.38% | 59 |
|
|
2022
Q3 | $850K | Buy |
3,957
+1,584
| +67% | +$340K | 0.4% | 49 |
|
|
2022
Q2 | $607K | Sell |
2,373
-9
| -0.4% | -$2.3K | 0.28% | 73 |
|
|
2022
Q1 | $598K | Sell |
2,382
-21
| -0.9% | -$5.27K | 0.24% | 85 |
|
|
2021
Q4 | $703K | Sell |
2,403
-549
| -19% | -$161K | 0.27% | 76 |
|
|
2021
Q3 | $783K | Hold |
2,952
| – | – | 0.3% | 67 |
|
|
2021
Q2 | $797K | Sell |
2,952
-2,113
| -42% | -$570K | 0.31% | 64 |
|
|
2021
Q1 | $1.21M | Buy |
5,065
+550
| +12% | +$132K | 0.51% | 38 |
|
|
2020
Q4 | $1.01M | Sell |
4,515
-26
| -0.6% | -$5.83K | 0.42% | 45 |
|
|
2020
Q3 | $1.1M | Buy |
4,541
+1,502
| +49% | +$363K | 0.58% | 37 |
|
|
2020
Q2 | $786K | Buy |
+3,039
| New | +$786K | 0.7% | 37 |
|