Accretive Wealth Partners’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	-4,354	Closed	-$962K	–	153
2025 Q2	$962K	Buy	4,354 +63	+1%	+$13.6K	0.32%	86
2025 Q1	$960K	Buy	4,291 +145	+3%	+$28.4K	0.34%	83
2024 Q4	$761K	Sell	4,146 -311	-7%	-$64.4K	0.32%	91
2024 Q3	$1.04M	Buy	4,457 +23	+0.5%	+$5.1K	0.43%	81
2024 Q2	$862K	Sell	4,434 -40	-0.9%	-$7.48K	0.36%	88
2024 Q1	$813K	Buy	4,474 +39	+0.9%	+$7.77K	0.36%	89
2023 Q4	$958K	Buy	4,435 +380	+9%	+$71.8K	0.46%	78
2023 Q3	$667K	Buy	4,055 +182	+5%	+$33.2K	0.4%	78
2023 Q2	$751K	Buy	3,873 +205	+6%	+$40.1K	0.45%	76
2023 Q1	$750K	Buy	3,668 +109	+3%	+$22.9K	0.48%	71
2022 Q4	$754K	Buy	3,559 +750	+27%	+$156K	0.52%	61
2022 Q3	$603K	Sell	2,809 -6	-0.2%	-$1.54K	0.46%	71
2022 Q2	$720K	Sell	2,815 -234	-8%	-$58.7K	0.52%	62
2022 Q1	$766K	Buy	3,049 +78	+3%	+$19K	0.48%	75
2021 Q4	$869K	Buy	2,971 +96	+3%	+$26.2K	0.55%	72
2021 Q3	$763K	Buy	2,875 +157	+6%	+$44.8K	0.54%	75
2021 Q2	$734K	Buy	2,718 +253	+10%	+$64.5K	0.53%	75
2021 Q1	$589K	Buy	2,465 +393	+19%	+$87.5K	0.53%	82
2020 Q4	$465K	Buy	+2,072	New	+$482K	0.46%	88