Jeppson Wealth Management’s American Tower AMT Stock Holding History

Jeppson Wealth Management’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	$328K	Hold
2025 Q2	$377K	Hold
2025 Q1	$371K	Sell
2024 Q4	$314K	Hold
2024 Q3	$398K	Hold
2024 Q2	$332K	Buy
2024 Q1	$323K	Sell
2023 Q4	$356K	Buy
2020 Q4	–	Sell
2020 Q3	$123K	Buy