LWM Advisory Services’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 Q4	–	Sell	-1,925	Closed	-$370K	–	87
2025 Q3	$370K	Sell	1,925 -43	-2%	-$8.96K	0.22%	73
2025 Q2	$435K	Sell	1,968 -293	-13%	-$63.3K	0.3%	60
2025 Q1	$493K	Sell	2,261 -121	-5%	-$23.7K	0.34%	56
2024 Q4	$435K	Sell	2,382 -158	-6%	-$32.7K	0.3%	57
2024 Q3	$591K	Buy	2,540 +418	+20%	+$92.7K	0.44%	39
2024 Q2	$412K	Sell	2,122 -743	-26%	-$139K	0.35%	52
2024 Q1	$566K	Buy	2,865 +676	+31%	+$135K	0.45%	38
2023 Q4	$473K	Sell	2,189 -788	-26%	-$149K	0.42%	45
2023 Q3	$487K	Buy	2,977 +40	+1%	+$7.31K	0.52%	34
2023 Q2	$571K	Buy	2,937 +792	+37%	+$155K	0.6%	30
2023 Q1	$438K	Buy	2,145 +72	+3%	+$15.1K	0.47%	42
2022 Q4	$439K	Sell	2,073 -1,454	-41%	-$303K	0.49%	44
2022 Q3	$757K	Buy	3,527 +26	+0.7%	+$6.68K	0.86%	26
2022 Q2	$895K	Buy	3,501 +68	+2%	+$17.1K	1.07%	18
2022 Q1	$862K	Buy	3,433 +887	+35%	+$216K	1.07%	17
2021 Q4	$745K	Buy	+2,546	New	+$696K	0.92%	31