Forza 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	$1.63M	Buy	9,469 +936	+11%	+$168K	0.57%	46
2025 Q4	$1.5M	Buy	8,533 +4,179	+96%	+$760K	0.54%	44
2025 Q3	$837K	Sell	4,354 -145	-3%	-$30.2K	0.32%	76
2025 Q2	$994K	Buy	4,499 +300	+7%	+$64.8K	0.41%	59
2025 Q1	$914K	Sell	4,199 -120	-3%	-$23.5K	0.41%	61
2024 Q4	$792K	Sell	4,319 -378	-8%	-$78.3K	0.36%	71
2024 Q3	$1.09M	Buy	4,697 +662	+16%	+$147K	0.5%	54
2024 Q2	$784K	Buy	4,035 +280	+7%	+$52.3K	0.4%	68
2024 Q1	$742K	Hold	3,755	–	–	0.39%	70
2023 Q4	$811K	Sell	3,755 -310	-8%	-$58.6K	0.45%	61
2023 Q3	$668K	Sell	4,065 -150	-4%	-$27.4K	0.34%	89
2023 Q2	$817K	Buy	4,215 +1,673	+66%	+$327K	0.41%	79
2023 Q1	$519K	Hold	2,542	–	–	0.27%	110
2022 Q4	$539K	Buy	+2,542	New	+$529K	0.36%	77