Shepherd Financial Partners’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $354K | Sell |
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|
2025
Q2 | $452K | Sell |
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|
2025
Q1 | $451K | Sell |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $509K | Buy |
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|
2024
Q2 | $405K | Sell |
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|
2024
Q1 | $586K | Sell |
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|
2023
Q4 | $678K | Buy |
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|
2023
Q3 | $513K | Sell |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $1.19M | Sell |
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $1.52M | Sell |
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|
2022
Q2 | $1.84M | Buy |
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|
2022
Q1 | $1.82M | Sell |
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|
2021
Q4 | $3.08M | Buy |
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|
2021
Q3 | $2.7M | Sell |
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|
2021
Q2 | $3.14M | Buy |
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|
2021
Q1 | $2.69M | Buy |
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|
2020
Q4 | $1.53M | Buy |
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|
2020
Q3 | $1.56M | Buy |
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|
2020
Q2 | $1.19M | Buy |
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|
2020
Q1 | $970K | Buy |
|