Centerpoint Advisors’s American Tower AMT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$880K	Buy	3,981 +6	+0.2%	+$1.33K	0.3%	38
2025 Q1	$865K	Hold	3,975	–	–	0.32%	38
2024 Q4	$729K	Hold	3,975	–	–	0.26%	42
2024 Q3	$924K	Hold	3,975	–	–	0.32%	39
2024 Q2	$773K	Sell	3,975 -125	-3%	-$24.3K	0.28%	40
2024 Q1	$810K	Hold	4,100	–	–	0.3%	39
2023 Q4	$885K	Sell	4,100 -271	-6%	-$58.5K	0.35%	37
2023 Q3	$719K	Hold	4,371	–	–	0.31%	41
2023 Q2	$848K	Sell	4,371 -75	-2%	-$14.6K	0.34%	40
2023 Q1	$909K	Buy	4,446 +5	+0.1%	+$1.02K	0.4%	33
2022 Q4	$941K	Buy	4,441 +216	+5%	+$45.8K	0.44%	31
2022 Q3	$907K	Hold	4,225	–	–	0.48%	27
2022 Q2	$1.08M	Hold	4,225	–	–	0.55%	24
2022 Q1	$1.06M	Hold	4,225	–	–	0.49%	23
2021 Q4	$1.24M	Hold	4,225	–	–	0.54%	23
2021 Q3	$1.12M	Hold	4,225	–	–	0.53%	26
2021 Q2	$1.14M	Hold	4,225	–	–	0.54%	26
2021 Q1	$1.01M	Sell	4,225 -500	-11%	-$120K	0.59%	22
2020 Q4	$1.06M	Hold	4,725	–	–	0.69%	22
2020 Q3	$1.14M	Sell	4,725 -17	-0.4%	-$4.11K	0.86%	19
2020 Q2	$1.23M	Hold	4,742	–	–	0.99%	21
2020 Q1	$1.03M	Hold	4,742	–	–	1.03%	21
2019 Q4	$1.09M	Hold	4,742	–	–	0.8%	20
2019 Q3	$1.05M	Sell	4,742 -75	-2%	-$16.6K	0.83%	20
2019 Q2	$985K	Hold	4,817	–	–	0.79%	20
2019 Q1	$949K	Sell	4,817 -50	-1%	-$9.85K	0.81%	21
2018 Q4	$770K	Sell	4,867 -1,125	-19%	-$178K	0.73%	21
2018 Q3	$871K	Sell	5,992 -57	-0.9%	-$8.29K	0.69%	13
2018 Q2	$872K	Buy	6,049 +74	+1%	+$10.7K	0.73%	13
2018 Q1	$868K	Hold	5,975	–	–	0.76%	13
2017 Q4	$852K	Buy	+5,975	New	+$852K	0.75%	12