Cooper Financial Group’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 Q4	–	Sell	-1,106	Closed	-$213K	–	381
2025 Q3	$213K	Buy	+1,106	New	+$230K	0.02%	368
2021 Q4	–	Sell	-993	Closed	-$264K	–	236
2021 Q3	$264K	Buy	993 +7	+0.7%	+$2K	0.05%	202
2021 Q2	$266K	Sell	986 -1,700	-63%	-$433K	0.05%	203
2021 Q1	$642K	Buy	2,686 +1,608	+149%	+$358K	0.15%	100
2020 Q4	$242K	Buy	1,078 +72	+7%	+$16.7K	0.05%	248
2020 Q3	$243K	Buy	1,006 +21	+2%	+$5.32K	0.07%	171
2020 Q2	$255K	Buy	985 +1	+0.1%	+$247	0.08%	157
2020 Q1	$214K	Buy	984 +3	+0.3%	+$698	0.09%	136
2019 Q4	$225K	Sell	981 -37	-4%	-$8.06K	0.09%	139
2019 Q3	$225K	Buy	+1,018	New	+$222K	0.1%	128