Cerro Pacific Wealth 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
2025 Q3	–	Sell	-1,036	Closed	-$229K	–	161
2025 Q2	$229K	Sell	1,036 -300	-22%	-$64.8K	0.06%	151
2025 Q1	$245K	Sell	1,336 -302	-18%	-$59.2K	0.08%	141
2024 Q4	$381K	Sell	1,638 -1	-0.1%	-$207	0.13%	118
2024 Q3	$319K	Hold	1,639	–	–	0.12%	119
2024 Q2	$319K	Buy	+1,639	New	+$306K	0.12%	120
2023 Q1	$310K	Buy	1,518 +451	+42%	+$94.6K	0.17%	117
2022 Q4	$226K	Sell	1,067 -149	-12%	-$31K	0.12%	146
2022 Q3	$261K	Buy	+1,216	New	+$312K	0.16%	127
2021 Q4	–	Sell	-2,983	Closed	-$792K	–	121
2021 Q3	$792K	Buy	2,983 +1,776	+147%	+$506K	0.57%	51
2021 Q2	$326K	Buy	+1,207	New	+$308K	0.24%	103