Lord & Richards Wealth Management’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
6,200
+449
+8% +$99.2K 1.43% 20
2025
Q1
$1.25M Buy
5,751
+3,149
+121% +$685K 1.42% 20
2024
Q4
$477K Buy
+2,602
New +$477K 1.01% 40