Global Financial Private Client’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 Q2	–	Sell	-326	Closed	-$70.9K	–	298
2025 Q1	$70.9K	Hold	326	–	–	0.03%	300
2024 Q4	$59.8K	Hold	326	–	–	0.02%	312
2024 Q3	$75.8K	Hold	326	–	–	0.03%	291
2024 Q2	$63.4K	Hold	326	–	–	0.03%	279
2024 Q1	$62.9K	Hold	326	–	–	0.03%	283
2023 Q4	$70.4K	Hold	326	–	–	0.03%	271
2023 Q3	$52.7K	Hold	326	–	–	0.03%	279
2023 Q2	$63.6K	Hold	326	–	–	0.03%	266
2023 Q1	$65.6K	Hold	326	–	–	0.03%	255
2022 Q4	$69.1K	Hold	326	–	–	0.04%	239
2022 Q3	$70.8K	Hold	326	–	–	0.04%	226
2022 Q2	$84.2K	Hold	326	–	–	0.05%	207
2022 Q1	$83.8K	Hold	326	–	–	0.04%	216
2021 Q4	$95.4K	Buy	326 +200	+159%	+$54.6K	0.05%	211
2021 Q3	$33.6K	Hold	126	–	–	0.02%	272
2021 Q2	$34.1K	Hold	126	–	–	0.02%	276
2021 Q1	$30.2K	Hold	126	–	–	0.02%	250
2020 Q4	$28.3K	Buy	126 +11	+10%	+$2.56K	0.02%	238
2020 Q3	$27.8K	Sell	115 -29	-20%	-$7.35K	0.02%	235
2020 Q2	$38.2K	Hold	144	–	–	0.03%	239
2020 Q1	$29.8K	Hold	144	–	–	0.03%	273
2019 Q4	$33.1K	Buy	+144	New	+$31.4K	0.03%	286