Modern 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
$737K Sell
3,333
-675
-17% -$149K 0.02% 410
2025
Q1
$872K Sell
4,008
-1,466
-27% -$319K 0.03% 321
2024
Q4
$1M Buy
+5,474
New +$1M 0.04% 257