Shepherd Financial Partners’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 | $452K | Sell |
2,044
-29
| -1% | -$6.41K | 0.05% | 161 |
|
|
2025
Q1 | $451K | Sell |
2,073
-4
| -0.2% | -$870 | 0.05% | 162 |
|
|
2024
Q4 | $381K | Sell |
2,077
-113
| -5% | -$20.7K | 0.05% | 161 |
|
|
2024
Q3 | $509K | Buy |
2,190
+106
| +5% | +$24.7K | 0.06% | 141 |
|
|
2024
Q2 | $405K | Sell |
2,084
-882
| -30% | -$171K | 0.05% | 160 |
|
|
2024
Q1 | $586K | Sell |
2,966
-175
| -6% | -$34.6K | 0.08% | 137 |
|
|
2023
Q4 | $678K | Buy |
3,141
+20
| +0.6% | +$4.32K | 0.1% | 120 |
|
|
2023
Q3 | $513K | Sell |
3,121
-2,758
| -47% | -$453K | 0.08% | 127 |
|
|
2023
Q2 | $1.14M | Buy |
5,879
+45
| +0.8% | +$8.73K | 0.18% | 80 |
|
|
2023
Q1 | $1.19M | Sell |
5,834
-231
| -4% | -$47.2K | 0.2% | 78 |
|
|
2022
Q4 | $1.28M | Sell |
6,065
-1,035
| -15% | -$219K | 0.23% | 68 |
|
|
2022
Q3 | $1.52M | Sell |
7,100
-103
| -1% | -$22.1K | 0.3% | 62 |
|
|
2022
Q2 | $1.84M | Buy |
7,203
+13
| +0.2% | +$3.32K | 0.36% | 53 |
|
|
2022
Q1 | $1.82M | Sell |
7,190
-3,333
| -32% | -$843K | 0.32% | 58 |
|
|
2021
Q4 | $3.09M | Buy |
10,523
+352
| +3% | +$103K | 0.54% | 35 |
|
|
2021
Q3 | $2.7M | Sell |
10,171
-1,447
| -12% | -$384K | 0.52% | 36 |
|
|
2021
Q2 | $3.14M | Buy |
11,618
+380
| +3% | +$103K | 0.6% | 33 |
|
|
2021
Q1 | $2.69M | Buy |
11,238
+4,415
| +65% | +$1.06M | 0.59% | 30 |
|
|
2020
Q4 | $1.53M | Buy |
6,823
+365
| +6% | +$82K | 0.35% | 66 |
|
|
2020
Q3 | $1.56M | Buy |
6,458
+1,856
| +40% | +$449K | 0.37% | 57 |
|
|
2020
Q2 | $1.19M | Buy |
4,602
+137
| +3% | +$35.4K | 0.32% | 57 |
|
|
2020
Q1 | $970K | Buy |
+4,465
| New | +$970K | 0.34% | 49 |
|