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
2025
Q3
$370K Sell
2025
Q2
$435K Sell
2025
Q1
$493K Sell
2024
Q4
$435K Sell
2024
Q3
$591K Buy
2024
Q2
$412K Sell
2024
Q1
$566K Buy
2023
Q4
$473K Sell
2023
Q3
$487K Buy
2023
Q2
$571K Buy
2023
Q1
$438K Buy
2022
Q4
$439K Sell
2022
Q3
$757K Buy
2022
Q2
$895K Buy
2022
Q1
$862K Buy
2021
Q4
$745K Buy