Foundations Investment 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
2026 Q1	$377K	Sell	2,186 -1,043	-32%	-$188K	﹤0.01%	819
2025 Q4	$567K	Sell	3,229 -257	-7%	-$46.8K	0.01%	678
2025 Q3	$670K	Buy	3,486 +245	+8%	+$51K	0.01%	577
2025 Q2	$716K	Buy	3,241 +433	+15%	+$93.5K	0.01%	501
2025 Q1	$611K	Sell	2,808 -486	-15%	-$95.3K	0.01%	522
2024 Q4	$604K	Sell	3,294 -442	-12%	-$91.6K	0.01%	509
2024 Q3	$869K	Sell	3,736 -17	-0.5%	-$3.77K	0.02%	388
2024 Q2	$730K	Buy	3,753 +595	+19%	+$111K	0.02%	414
2024 Q1	$624K	Buy	3,158 +292	+10%	+$58.2K	0.02%	421
2023 Q4	$569K	Sell	2,866 -168	-6%	-$31.8K	0.02%	410
2023 Q3	$499K	Buy	3,034 +293	+11%	+$53.5K	0.02%	381
2023 Q2	$532K	Sell	2,741 -132	-5%	-$25.8K	0.02%	353
2023 Q1	$587K	Sell	2,873 -820	-22%	-$172K	0.02%	303
2022 Q4	$782K	Buy	3,693 +1,309	+55%	+$272K	0.03%	225
2022 Q3	$512K	Sell	2,384 -191	-7%	-$49.1K	0.02%	246
2022 Q2	$665K	Sell	2,575 -182	-7%	-$45.7K	0.03%	188
2022 Q1	$705K	Sell	2,757 -66	-2%	-$16.1K	0.03%	156
2021 Q4	$732K	Buy	2,823 +608	+27%	+$166K	0.03%	156
2021 Q3	$586K	Buy	2,215 +464	+26%	+$132K	0.03%	158
2021 Q2	$488K	Buy	+1,751	New	+$446K	0.02%	169