Klingman & Associates’s American Tower AMT Stock Holding History

Klingman & Associates’s Portfolio AMT Stock Details AMT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$205K	Buy
2016 Q4	–	Sell
2016 Q3	$37K	Buy
2016 Q2	$3K	Hold
2016 Q1	$3K	Hold
2015 Q4	$2K	Hold
2015 Q3	$2K	Sell
2015 Q2	$30K	Buy
2015 Q1	$2K	Hold
2014 Q4	$2K	Buy