Keebeck Wealth Management’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-13,954	Closed	-$2.76M	–	263
2024 Q1	$2.76M	Sell	13,954 -562	-4%	-$112K	0.41%	69
2023 Q4	$3.16M	Sell	14,516 -1,422	-9%	-$269K	0.52%	57
2023 Q3	$2.62M	Buy	15,938 +360	+2%	+$65.8K	0.46%	64
2023 Q2	$3.05M	Buy	15,578 +2,043	+15%	+$399K	0.42%	66
2023 Q1	$2.77M	Buy	13,535 +2,965	+28%	+$622K	0.45%	58
2022 Q4	$2.26M	Sell	10,570 -634	-6%	-$132K	0.4%	63
2022 Q3	$2.4M	Buy	11,204 +1,085	+11%	+$279K	0.46%	53
2022 Q2	$2.6M	Buy	10,119 +1,653	+20%	+$415K	0.5%	46
2022 Q1	$2.13M	Buy	8,466 +1,074	+15%	+$262K	0.35%	67
2021 Q4	$2.17M	Buy	7,392 +655	+10%	+$179K	0.39%	63
2021 Q3	$1.8M	Buy	6,737 +1,306	+24%	+$372K	0.35%	67
2021 Q2	$1.47M	Buy	5,431 +1,052	+24%	+$268K	0.21%	88
2021 Q1	$1.05M	Buy	4,379 +125	+3%	+$27.8K	0.16%	104
2020 Q4	$960K	Buy	4,254 +285	+7%	+$66.3K	0.17%	98
2020 Q3	$963K	Sell	3,969 -120	-3%	-$30.4K	0.2%	78
2020 Q2	$1.06M	Buy	4,089 +825	+25%	+$204K	0.34%	62
2020 Q1	$710K	Buy	3,264 +1,293	+66%	+$301K	0.3%	71
2019 Q4	$454K	Buy	+1,971	New	+$429K	0.14%	105