Burling Wealth Partners’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	$4.39M	Sell	19,871 -2,695	-12%	-$596K	0.81%	35
2025 Q1	$4.91M	Sell	22,566 -3,333	-13%	-$725K	1.03%	27
2024 Q4	$4.75M	Buy	+25,899	New	+$4.75M	0.97%	28