AssuredPartners Investment Advisors’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
Sell
-2,386
Closed -$519K 250
2025
Q1
$519K Buy
2,386
+241
+11% +$52.5K 0.1% 197
2024
Q4
$393K Buy
+2,145
New +$393K 0.08% 234