Atria Wealth Solutions’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 Q2	$1.59M	Sell	7,146 -4,953	-41%	-$1.07M	0.04%	480
2025 Q1	$2.63M	Sell	12,099 -3,232	-21%	-$634K	0.03%	538
2024 Q4	$2.82M	Sell	15,331 -1,560	-9%	-$323K	0.03%	523
2024 Q3	$3.93M	Sell	16,891 -4,498	-21%	-$997K	0.04%	407
2024 Q2	$4.17M	Buy	21,389 +2,319	+12%	+$433K	0.05%	383
2024 Q1	$3.77M	Sell	19,070 -3,304	-15%	-$658K	0.04%	419
2023 Q4	$4.84M	Buy	22,374 +1,335	+6%	+$252K	0.06%	318
2023 Q3	$3.46M	Sell	21,039 -172	-0.8%	-$31.4K	0.05%	394
2023 Q2	$4.14M	Buy	21,211 +3,613	+21%	+$706K	0.06%	338
2023 Q1	$3.6M	Sell	17,598 -364	-2%	-$76.4K	0.05%	355
2022 Q4	$3.81M	Sell	17,962 -2,499	-12%	-$520K	0.06%	316
2022 Q3	$4.39M	Sell	20,461 -1,761	-8%	-$452K	0.08%	256
2022 Q2	$5.7M	Buy	22,222 +6,812	+44%	+$1.71M	0.11%	208
2022 Q1	$3.87M	Buy	+15,410	New	+$3.76M	0.06%	307