LGL Partners’s American Tower AMT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,664	Closed	-$305K	–	57
2024 Q4	$305K	Buy	1,664 +12	+0.7%	+$2.2K	0.04%	89
2024 Q3	$384K	Buy	1,652 +2	+0.1%	+$465	0.05%	78
2024 Q2	$321K	Hold	1,650	–	–	0.05%	84
2024 Q1	$326K	Hold	1,650	–	–	0.05%	82
2023 Q4	$356K	Hold	1,650	–	–	0.05%	81
2023 Q3	$271K	Hold	1,650	–	–	0.05%	84
2023 Q2	$320K	Hold	1,650	–	–	0.05%	83
2023 Q1	$337K	Sell	1,650 -66	-4%	-$13.5K	0.06%	77
2022 Q4	$364K	Sell	1,716 -691	-29%	-$146K	0.07%	67
2022 Q3	$517K	Buy	2,407 +757	+46%	+$163K	0.11%	58
2022 Q2	$422K	Hold	1,650	–	–	0.07%	61
2022 Q1	$415K	Sell	1,650 -2,003	-55%	-$504K	0.06%	68
2021 Q4	$1.07M	Buy	3,653 +2,000	+121%	+$585K	0.13%	39
2021 Q3	$439K	Hold	1,653	–	–	0.27%	53
2021 Q2	$447K	Buy	1,653 +3	+0.2%	+$811	0.27%	53
2021 Q1	$394K	Hold	1,650	–	–	0.23%	57
2020 Q4	$370K	Hold	1,650	–	–	0.21%	60
2020 Q3	$399K	Hold	1,650	–	–	0.24%	54
2020 Q2	$427K	Hold	1,650	–	–	0.27%	51
2020 Q1	$359K	Hold	1,650	–	–	0.24%	51
2019 Q4	$379K	Hold	1,650	–	–	0.12%	66
2019 Q3	$365K	Hold	1,650	–	–	0.15%	68
2019 Q2	$337K	Hold	1,650	–	–	0.13%	79
2019 Q1	$325K	Buy	+1,650	New	+$325K	0.12%	79