Beverly Hills Private Wealth’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	$877K	Buy	+5,082	New	+$914K	0.15%	135
2025 Q4	–	Sell	-5,262	Closed	-$1.01M	–	336
2025 Q3	$1.01M	Sell	5,262 -212	-4%	-$44.2K	0.18%	126
2025 Q2	$1.21M	Sell	5,474 -281	-5%	-$60.7K	0.23%	111
2025 Q1	$1.25M	Sell	5,755 -85	-1%	-$16.7K	0.25%	107
2024 Q4	$1.07M	Sell	5,840 -215	-4%	-$44.5K	0.22%	113
2024 Q3	$1.41M	Sell	6,055 -1,195	-16%	-$265K	0.28%	97
2024 Q2	$1.41M	Sell	7,250 -451	-6%	-$84.3K	0.31%	87
2024 Q1	$1.52M	Sell	7,701 -537	-7%	-$107K	0.35%	78
2023 Q4	$1.78M	Sell	8,238 -167	-2%	-$31.6K	0.46%	65
2023 Q3	$1.38M	Buy	+8,405	New	+$1.54M	0.41%	70