Icon Wealth Advisors’s American Tower AMT Stock Holding History

Icon Wealth Advisors’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$456K	Sell
2025 Q2	$613K	Buy
2025 Q1	$571K	Buy
2024 Q4	$424K	Sell
2024 Q3	$736K	Buy
2024 Q2	$624K	Buy
2024 Q1	$230K	Buy
2023 Q4	$192K	Buy
2022 Q4	$1.17M	Sell
2022 Q3	$2.51M	Buy