1WM
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1858 Wealth Management’s American Tower AMT Stock Holding History

1858 Wealth Management’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$532K Buy
2,407
+103
+4% +$22.8K 0.39% 57
2025
Q1 		$501K Hold
2,304
– – 0.42% 53
2024
Q4 		$423K Hold
2,304
– – 0.33% 70
2024
Q3 		$536K Buy
+2,304
New +$536K 0.44% 59