Accordant Advisory Group’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
$44.2K Sell
200
-11
-5% -$2.43K 0.03% 88
2025
Q1
$45.9K Buy
211
+11
+6% +$2.39K 0.04% 67
2024
Q4
$36.7K Buy
+200
New +$36.7K 0.04% 74
2024
Q3
Sell
-200
Closed -$38.9K 71
2024
Q2
$38.9K Buy
+200
New +$38.9K 0.04% 84