Beverly Hills Private Wealth’s American Tower AMT Stock Holding History

Beverly Hills Private Wealth’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.21M	Sell
2025 Q1	$1.25M	Sell
2024 Q4	$1.07M	Sell
2024 Q3	$1.41M	Sell
2024 Q2	$1.41M	Sell
2024 Q1	$1.52M	Sell
2023 Q4	$1.78M	Sell
2023 Q3	$1.38M	Buy