4J Wealth Management’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	–	Sell	-1,186	Closed	-$262K	–	95
2025 Q2	$262K	Sell	1,186 -115	-9%	-$24.8K	0.18%	79
2025 Q1	$283K	Buy	1,301 +50	+4%	+$9.81K	0.22%	72
2024 Q4	$229K	Sell	1,251 -530	-30%	-$110K	0.19%	77
2024 Q3	$414K	Sell	1,781 -170	-9%	-$37.7K	0.32%	53
2024 Q2	$379K	Sell	1,951 -460	-19%	-$86K	0.31%	52
2024 Q1	$476K	Sell	2,411 -216	-8%	-$43K	0.41%	48
2023 Q4	$567K	Sell	2,627 -169	-6%	-$31.9K	0.52%	43
2023 Q3	$460K	Sell	2,796 -124	-4%	-$22.6K	0.46%	50
2023 Q2	$566K	Sell	2,920 -284	-9%	-$55.5K	0.55%	42
2023 Q1	$655K	Sell	3,204 -168	-5%	-$35.2K	0.7%	34
2022 Q4	$714K	Sell	3,372 -57	-2%	-$11.9K	0.83%	29
2022 Q3	$736K	Sell	3,429 -44	-1%	-$11.3K	0.94%	27
2022 Q2	$888K	Sell	3,473 -109	-3%	-$27.4K	1.12%	24
2022 Q1	$900K	Sell	3,582 -120	-3%	-$29.3K	0.79%	29
2021 Q4	$1.08M	Sell	3,702 -118	-3%	-$32.2K	0.91%	29
2021 Q3	$1.01M	Hold	3,820	–	–	0.88%	31
2021 Q2	$1.03M	Sell	3,820 -16	-0.4%	-$4.08K	0.9%	31
2021 Q1	$917K	Buy	3,836 +162	+4%	+$36.1K	0.85%	31
2020 Q4	$824K	Buy	+3,674	New	+$854K	0.79%	34