Destination Wealth Management’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.5M	Buy	113,264 +15,199	+15%	+$2.73M	0.51%	66
2025 Q4	$17.2M	Sell	98,065 -8,438	-8%	-$1.54M	0.45%	65
2025 Q3	$20.5M	Buy	106,503 +1,669	+2%	+$348K	0.56%	58
2025 Q2	$23.2M	Buy	104,834 +2,358	+2%	+$509K	0.68%	55
2025 Q1	$22.3M	Buy	102,476 +5,701	+6%	+$1.12M	0.7%	54
2024 Q4	$17.7M	Buy	96,775 +1,783	+2%	+$369K	0.56%	62
2024 Q3	$22.1M	Buy	94,992 +2,517	+3%	+$558K	0.69%	56
2024 Q2	$18M	Buy	92,475 +3,502	+4%	+$655K	0.59%	61
2024 Q1	$17.6M	Buy	88,973 +9,516	+12%	+$1.9M	0.58%	59
2023 Q4	$17.2M	Sell	79,457 -8,788	-10%	-$1.66M	0.59%	56
2023 Q3	$14.5M	Buy	88,245 +3,975	+5%	+$726K	0.56%	60
2023 Q2	$16.3M	Buy	84,270 +2,546	+3%	+$498K	0.61%	57
2023 Q1	$16.7M	Buy	81,724 +7,868	+11%	+$1.65M	0.63%	56
2022 Q4	$15.6M	Sell	73,856 -7,176	-9%	-$1.49M	0.62%	54
2022 Q3	$17.4M	Buy	81,032 +2,013	+3%	+$517K	0.73%	46
2022 Q2	$20.2M	Buy	79,019 +461	+0.6%	+$116K	0.81%	42
2022 Q1	$19.7M	Buy	78,558 +2,840	+4%	+$693K	0.73%	50
2021 Q4	$22.1M	Buy	75,718 +1,293	+2%	+$353K	0.78%	45
2021 Q3	$19.8M	Buy	74,425 +1,321	+2%	+$377K	0.77%	48
2021 Q2	$19.7M	Buy	73,104 +2,144	+3%	+$546K	0.76%	48
2021 Q1	$17M	Buy	70,960 +8,416	+13%	+$1.87M	0.7%	54
2020 Q4	$14M	Sell	62,544 -2,840	-4%	-$660K	0.61%	54
2020 Q3	$15.8M	Buy	65,384 +1,738	+3%	+$441K	0.8%	48
2020 Q2	$16.5M	Buy	63,646 +2,148	+3%	+$531K	0.89%	37
2020 Q1	$13.4M	Buy	+61,498	New	+$14.3M	0.82%	43
2019 Q3	–	Sell	-31	Closed	-$6K	–	157
2019 Q2	$6K	Buy	+31	New	+$6.23K	﹤0.01%	466
2018 Q4	–	Sell	-40	Closed	-$6K	–	512
2018 Q3	$6K	Buy	+40	New	+$5.87K	﹤0.01%	503