Brown Financial Advisors’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$463K Sell
2,096
-85
-4% -$18.8K 0.18% 111
2025
Q1
$475K Sell
2,181
-109
-5% -$23.7K 0.2% 104
2024
Q4
$420K Buy
2,290
+234
+11% +$42.9K 0.17% 118
2024
Q3
$478K Sell
2,056
-1,696
-45% -$394K 0.2% 108
2024
Q2
$729K Buy
+3,752
New +$729K 0.33% 95