Acorn Financial Advisory Services’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.11M	Sell	6,425 -37	-0.6%	-$6.66K	0.15%	69
2025 Q4	$1.13M	Buy	6,462 +160	+3%	+$29.1K	0.17%	62
2025 Q3	$1.21M	Sell	6,302 -325	-5%	-$67.7K	0.19%	57
2025 Q2	$1.46M	Sell	6,627 -221	-3%	-$47.7K	0.24%	47
2025 Q1	$1.49M	Sell	6,848 -263	-4%	-$51.6K	0.27%	43
2024 Q4	$1.3M	Sell	7,111 -249	-3%	-$51.6K	0.22%	52
2024 Q3	$1.71M	Sell	7,360 -122	-2%	-$27.1K	0.3%	35
2024 Q2	$1.45M	Sell	7,482 -51	-0.7%	-$9.53K	0.27%	41
2024 Q1	$1.49M	Sell	7,533 -284	-4%	-$56.6K	0.28%	47
2023 Q4	$1.69M	Buy	7,817 +42	+0.5%	+$7.94K	0.3%	51
2023 Q3	$1.28M	Sell	7,775 -85	-1%	-$15.5K	0.23%	64
2023 Q2	$1.52M	Buy	7,860 +1,255	+19%	+$245K	0.27%	51
2023 Q1	$1.35M	Buy	6,605 +76	+1%	+$15.9K	0.26%	54
2022 Q4	$1.38M	Sell	6,529 -49	-0.7%	-$10.2K	0.29%	46
2022 Q3	$1.41M	Buy	6,578 +22	+0.3%	+$5.65K	0.34%	42
2022 Q2	$1.68M	Sell	6,556 -123	-2%	-$30.9K	0.4%	34
2022 Q1	$1.68M	Sell	6,679 -100	-1%	-$24.4K	0.34%	47
2021 Q4	$1.98M	Buy	6,779 +33	+0.5%	+$9.02K	0.4%	38
2021 Q3	$1.79M	Buy	6,746 +303	+5%	+$86.4K	0.55%	43
2021 Q2	$1.74M	Buy	6,443 +183	+3%	+$46.6K	0.51%	55
2021 Q1	$1.5M	Buy	6,260 +1,353	+28%	+$301K	0.55%	49
2020 Q4	$1.1M	Buy	4,907 +157	+3%	+$36.5K	0.43%	68
2020 Q3	$1.15M	Buy	4,750 +174	+4%	+$44.1K	0.6%	43
2020 Q2	$1.18M	Buy	4,576 +16	+0.4%	+$3.96K	0.83%	25
2020 Q1	$993K	Sell	4,560 -153	-3%	-$35.6K	0.98%	24
2019 Q4	$1.08M	Buy	+4,713	New	+$1.03M	0.91%	31