Bragg Financial Advisors’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	$2.5M	Sell	14,512 -14,438	-50%	-$2.6M	0.08%	171
2025 Q4	$5.08M	Buy	28,950 +597	+2%	+$109K	0.17%	138
2025 Q3	$5.45M	Buy	28,353 +267	+1%	+$55.6K	0.18%	134
2025 Q2	$6.21M	Buy	28,086 +1,781	+7%	+$385K	0.22%	127
2025 Q1	$5.72M	Buy	26,305 +1,028	+4%	+$202K	0.24%	124
2024 Q4	$4.64M	Sell	25,277 -692	-3%	-$143K	0.19%	134
2024 Q3	$6.04M	Buy	25,969 +448	+2%	+$99.3K	0.25%	122
2024 Q2	$4.96M	Buy	25,521 +320	+1%	+$59.8K	0.22%	125
2024 Q1	$4.98M	Buy	25,201 +139	+0.6%	+$27.7K	0.22%	125
2023 Q4	$5.41M	Buy	25,062 +1,247	+5%	+$236K	0.26%	117
2023 Q3	$3.92M	Buy	23,815 +1,223	+5%	+$223K	0.21%	127
2023 Q2	$4.38M	Buy	22,592 +612	+3%	+$120K	0.24%	124
2023 Q1	$4.49M	Buy	21,980 +550	+3%	+$115K	0.27%	120
2022 Q4	$4.54M	Buy	21,430 +1,295	+6%	+$270K	0.28%	117
2022 Q3	$4.32M	Buy	20,135 +1,174	+6%	+$302K	0.3%	117
2022 Q2	$4.85M	Buy	18,961 +1,738	+10%	+$436K	0.32%	109
2022 Q1	$4.33M	Buy	17,223 +2,469	+17%	+$602K	0.25%	122
2021 Q4	$3.92M	Hold	14,754	–	–	0.25%	120
2021 Q3	$3.92M	Buy	14,754 +750	+5%	+$214K	0.25%	120
2021 Q2	$3.78M	Buy	14,004 +667	+5%	+$170K	0.24%	119
2021 Q1	$3.19M	Buy	13,337 +435	+3%	+$96.9K	0.21%	125
2020 Q4	$2.9M	Buy	12,902 +1,366	+12%	+$318K	0.25%	115
2020 Q3	$2.79M	Buy	11,536 +2,071	+22%	+$525K	0.29%	103
2020 Q2	$2.45M	Buy	9,465 +4,650	+97%	+$1.15M	0.27%	108
2020 Q1	$1.05M	Buy	+4,815	New	+$1.12M	0.14%	146