HBK Sorce Advisory’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
Q3
$292K Sell
2025
Q2
$345K Buy
2025
Q1
$321K Sell
2024
Q4
$327K Buy
2024
Q3
$334K Sell
2024
Q2
$298K Buy
2024
Q1
$280K Buy
2023
Q4
$299K Sell
2023
Q3
$235K Buy
2023
Q2
$220K Sell
2023
Q1
$246K Buy