WDA
Wendell David Associates’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Sell |
35,518
-485
| -1% | -$107K | 0.79% | 35 |
|
|
2025
Q1 | $7.83M | Sell |
36,003
-81
| -0.2% | -$17.6K | 0.78% | 34 |
|
|
2024
Q4 | $6.62M | Sell |
36,084
-4,560
| -11% | -$836K | 0.65% | 37 |
|
|
2024
Q3 | $9.45M | Sell |
40,644
-63
| -0.2% | -$14.7K | 0.9% | 32 |
|
|
2024
Q2 | $7.91M | Sell |
40,707
-603
| -1% | -$117K | 0.81% | 37 |
|
|
2024
Q1 | $8.16M | Sell |
41,310
-280
| -0.7% | -$55.3K | 0.82% | 35 |
|
|
2023
Q4 | $8.98M | Sell |
41,590
-2,125
| -5% | -$459K | 0.97% | 33 |
|
|
2023
Q3 | $7.19M | Sell |
43,715
-970
| -2% | -$160K | 0.85% | 33 |
|
|
2023
Q2 | $8.67M | Sell |
44,685
-1,660
| -4% | -$322K | 0.98% | 32 |
|
|
2023
Q1 | $9.47M | Sell |
46,345
-3,975
| -8% | -$812K | 1.12% | 29 |
|
|
2022
Q4 | $10.7M | Buy |
50,320
+805
| +2% | +$171K | 1.31% | 25 |
|
|
2022
Q3 | $10.6M | Buy |
49,515
+550
| +1% | +$118K | 1.43% | 25 |
|
|
2022
Q2 | $12.5M | Buy |
48,965
+20
| +0% | +$5.11K | 1.59% | 24 |
|
|
2022
Q1 | $12.3M | Buy |
48,945
+230
| +0.5% | +$57.8K | 1.37% | 24 |
|
|
2021
Q4 | $14.2M | Sell |
48,715
-513
| -1% | -$150K | 1.44% | 24 |
|
|
2021
Q3 | $13.1M | Sell |
49,228
-515
| -1% | -$137K | 1.46% | 24 |
|
|
2021
Q2 | $13.4M | Buy |
49,743
+995
| +2% | +$269K | 1.5% | 21 |
|
|
2021
Q1 | $11.7M | Buy |
48,748
+2,260
| +5% | +$540K | 1.4% | 23 |
|
|
2020
Q4 | $10.4M | Buy |
46,488
+844
| +2% | +$189K | 1.28% | 26 |
|
|
2020
Q3 | $11M | Sell |
45,644
-220
| -0.5% | -$53.2K | 1.47% | 21 |
|
|
2020
Q2 | $11.9M | Sell |
45,864
-280
| -0.6% | -$72.4K | 1.72% | 18 |
|
|
2020
Q1 | $10M | Sell |
46,144
-965
| -2% | -$210K | 1.7% | 19 |
|
|
2019
Q4 | $10.8M | Buy |
47,109
+815
| +2% | +$187K | 1.49% | 20 |
|
|
2019
Q3 | $10.2M | Buy |
46,294
+412
| +0.9% | +$91.1K | 1.5% | 20 |
|
|
2019
Q2 | $9.38M | Sell |
45,882
-260
| -0.6% | -$53.2K | 1.41% | 24 |
|
|
2019
Q1 | $9.09M | Buy |
46,142
+883
| +2% | +$174K | 1.42% | 22 |
|
|
2018
Q4 | $7.16M | Buy |
45,259
+1,695
| +4% | +$268K | 1.29% | 25 |
|
|
2018
Q3 | $6.33M | Buy |
43,564
+1,630
| +4% | +$237K | 0.99% | 34 |
|
|
2018
Q2 | $6.05M | Buy |
41,934
+875
| +2% | +$126K | 1.03% | 33 |
|
|
2018
Q1 | $5.97M | Sell |
41,059
-74
| -0.2% | -$10.8K | 1.07% | 30 |
|
|
2017
Q4 | $5.87M | Buy |
41,133
+2,590
| +7% | +$369K | 1.01% | 32 |
|
|
2017
Q3 | $5.27M | Buy |
38,543
+5,655
| +17% | +$773K | 0.93% | 36 |
|
|
2017
Q2 | $4.35M | Buy |
32,888
+1,053
| +3% | +$139K | 0.82% | 38 |
|
|
2017
Q1 | $3.87M | Buy |
31,835
+2,450
| +8% | +$298K | 0.74% | 39 |
|
|
2016
Q4 | $3.11M | Buy |
29,385
+1,670
| +6% | +$176K | 0.61% | 44 |
|
|
2016
Q3 | $3.14M | Buy |
27,715
+525
| +2% | +$59.5K | 0.62% | 47 |
|
|
2016
Q2 | $3.1M | Buy |
27,190
+875
| +3% | +$99.8K | 0.61% | 49 |
|
|
2016
Q1 | $2.68M | Hold |
26,315
| – | – | 0.52% | 52 |
|
|
2015
Q4 | $2.55M | Buy |
26,315
+925
| +4% | +$89.7K | 0.5% | 50 |
|
|
2015
Q3 | $2.23M | Buy |
25,390
+525
| +2% | +$46.2K | 0.46% | 59 |
|
|
2015
Q2 | $2.31M | Buy |
24,865
+1,900
| +8% | +$177K | 0.45% | 59 |
|
|
2015
Q1 | $2.16M | Buy |
22,965
+4,825
| +27% | +$454K | 0.42% | 60 |
|
|
2014
Q4 | $1.8M | Buy |
18,140
+8,675
| +92% | +$859K | 0.35% | 70 |
|
|
2014
Q3 | $890K | Buy |
+9,465
| New | +$890K | 0.19% | 94 |
|