National Wealth Management Group’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,199
Closed -$403K 147
2024
Q4
$403K Sell
2,199
-171
-7% -$31.4K 0.27% 89
2024
Q3
$551K Buy
+2,370
New +$551K 0.37% 64