L.M. Kohn & Company’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	-2,607	Closed	-$576K	–	130
2025 Q2	$576K	Sell	2,607 -3	-0.1%	-$648	0.16%	123
2025 Q1	$568K	Sell	2,610 -113	-4%	-$22.2K	0.15%	134
2024 Q4	$499K	Sell	2,723 -51	-2%	-$10.6K	0.13%	138
2024 Q3	$645K	Hold	2,774	–	–	0.16%	124
2024 Q2	$539K	Sell	2,774 -8	-0.3%	-$1.5K	0.15%	137
2024 Q1	$550K	Buy	2,782 +7	+0.3%	+$1.39K	0.15%	134
2023 Q4	$599K	Buy	2,775 +300	+12%	+$56.7K	0.19%	109
2023 Q3	$407K	Buy	2,475 +50	+2%	+$9.13K	0.15%	133
2023 Q2	$470K	Buy	2,425 +249	+11%	+$48.7K	0.18%	126
2023 Q1	$444K	Buy	2,176 +111	+5%	+$23.3K	0.18%	128
2022 Q4	$438K	Buy	2,065 +8	+0.4%	+$1.67K	0.2%	120
2022 Q3	$442K	Sell	2,057 -1	-0%	-$257	0.22%	113
2022 Q2	$526K	Buy	2,058 +1	+0%	+$251	0.25%	100
2022 Q1	$517K	Buy	+2,057	New	+$502K	0.2%	127