Morningstar Investment 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
$566K Buy
+2,559
New +$566K 0.05% 108
2025
Q1
Sell
-3,056
Closed -$561K 81
2024
Q4
$561K Hold
3,056
0.04% 120
2024
Q3
$678K Buy
+3,056
New +$678K 0.07% 117