Insight Wealth Strategies’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	–	Sell	-10,664	Closed	-$2.39M	–	172
2025 Q2	$2.39M	Sell	10,664 -589	-5%	-$127K	0.3%	88
2025 Q1	$2.45M	Buy	11,253 +202	+2%	+$39.6K	0.33%	85
2024 Q4	$2.03M	Buy	11,051 +211	+2%	+$43.7K	0.27%	94
2024 Q3	$2.52M	Buy	10,840 +194	+2%	+$43K	0.33%	80
2024 Q2	$2.07M	Buy	10,646 +723	+7%	+$135K	0.29%	84
2024 Q1	$1.96M	Buy	9,923 +743	+8%	+$148K	0.29%	93
2023 Q4	$1.98M	Buy	9,180 +1,170	+15%	+$221K	0.32%	70
2023 Q3	$1.32M	Buy	8,010 +994	+14%	+$182K	0.25%	85
2023 Q2	$1.36M	Buy	7,016 +79	+1%	+$15.4K	0.26%	74
2023 Q1	$1.42M	Buy	6,937 +505	+8%	+$106K	0.28%	71
2022 Q4	$1.36M	Sell	6,432 -36	-0.6%	-$7.49K	0.26%	74
2022 Q3	$1.65M	Hold	6,468	–	–	0.31%	47
2022 Q2	$1.65M	Buy	6,468 +557	+9%	+$140K	0.31%	47
2022 Q1	$1.49M	Buy	5,911 +993	+20%	+$242K	0.22%	74
2021 Q4	$1.44M	Buy	4,918 +779	+19%	+$213K	0.2%	78
2021 Q3	$1.1M	Buy	4,139 +93	+2%	+$26.5K	0.15%	90
2021 Q2	$1.09M	Sell	4,046 -211	-5%	-$53.8K	0.16%	86
2021 Q1	$1.02M	Buy	4,257 +2,888	+211%	+$643K	0.14%	100
2020 Q4	$307K	Buy	1,369 +209	+18%	+$48.6K	0.05%	166
2020 Q3	$280K	Buy	1,160 +165	+17%	+$41.8K	0.05%	153
2020 Q2	$257K	Sell	995 -28	-3%	-$6.93K	0.06%	142
2020 Q1	$223K	Sell	1,023 -2,057	-67%	-$479K	0.06%	136
2019 Q4	$708K	Buy	3,080 +1,053	+52%	+$229K	0.15%	98
2019 Q3	$448K	Sell	2,027 -2,307	-53%	-$504K	0.11%	125
2019 Q2	$886K	Buy	4,334 +864	+25%	+$174K	0.22%	74
2019 Q1	$684K	Buy	+3,470	New	+$609K	0.19%	76