Bard Financial 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
2025 Q3	$510K	Sell	2,650 -50	-2%	-$10.4K	0.06%	147
2025 Q2	$597K	Sell	2,700 -75	-3%	-$16.2K	0.07%	135
2025 Q1	$604K	Hold	2,775	–	–	0.07%	138
2024 Q4	$509K	Sell	2,775 -125	-4%	-$25.9K	0.06%	142
2024 Q3	$674K	Sell	2,900 -500	-15%	-$111K	0.08%	132
2024 Q2	$661K	Buy	3,400 +225	+7%	+$42.1K	0.07%	138
2024 Q1	$627K	Buy	3,175 +75	+2%	+$14.9K	0.07%	138
2023 Q4	$669K	Sell	3,100 -500	-14%	-$94.5K	0.08%	140
2023 Q3	$592K	Buy	3,600 +750	+26%	+$137K	0.07%	137
2023 Q2	$553K	Buy	2,850 +300	+12%	+$58.7K	0.04%	207
2023 Q1	$521K	Buy	2,550 +300	+13%	+$62.9K	0.04%	211
2022 Q4	$477K	Buy	2,250 +125	+6%	+$26K	0.04%	206
2022 Q3	$456K	Hold	2,125	–	–	0.04%	197
2022 Q2	$543K	Hold	2,125	–	–	0.05%	191
2022 Q1	$534K	Buy	2,125 +250	+13%	+$61K	0.04%	189
2021 Q4	$548K	Hold	1,875	–	–	0.04%	182
2021 Q3	$498K	Buy	1,875 +50	+3%	+$14.3K	0.04%	184
2021 Q2	$493K	Hold	1,825	–	–	0.04%	187
2021 Q1	$436K	Buy	1,825 +500	+38%	+$111K	0.04%	187
2020 Q4	$297K	Buy	+1,325	New	+$308K	0.03%	208