NWM

Nicola Wealth Management’s American Tower AMT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.08M	Sell	4,881 -2,400	-33%	-$530K	0.1%	94
2025 Q1	$1.58M	Sell	7,281 -200	-3%	-$43.5K	0.15%	87
2024 Q4	$1.97M	Sell	7,481 -800	-10%	-$211K	0.19%	85
2024 Q3	$2.6M	Buy	8,281 +1,400	+20%	+$440K	0.21%	77
2024 Q2	$1.83M	Buy	6,881 +2,385	+53%	+$634K	0.16%	89
2024 Q1	$1.2M	Sell	4,496 -500	-10%	-$134K	0.12%	102
2023 Q4	$1.43M	Sell	4,996 -3,900	-44%	-$1.11M	0.15%	98
2023 Q3	$1.98M	Buy	8,896 +700	+9%	+$156K	0.21%	90
2023 Q2	$1.59M	Buy	8,196 +96	+1%	+$18.6K	0.16%	92
2023 Q1	$1.66M	Buy	8,100 +1,225	+18%	+$250K	0.16%	96
2022 Q4	$1.45M	Buy	6,875 +675	+11%	+$143K	0.15%	109
2022 Q3	$1.33M	Sell	6,200 -3,593	-37%	-$771K	0.15%	103
2022 Q2	$2.51M	Buy	9,793 +2,583	+36%	+$661K	0.24%	91
2022 Q1	$1.81M	Hold	7,210	–	–	0.16%	101
2021 Q4	$2.12M	Hold	7,210	–	–	0.2%	98
2021 Q3	$1.91M	Hold	7,210	–	–	0.2%	95
2021 Q2	$1.95M	Hold	7,210	–	–	0.2%	97
2021 Q1	$1.72M	Sell	7,210 -300	-4%	-$71.7K	0.19%	99
2020 Q4	$1.69M	Sell	7,510 -797	-10%	-$179K	0.21%	97
2020 Q3	$2.01M	Sell	8,307 -806	-9%	-$195K	0.29%	84
2020 Q2	$2.36M	Hold	9,113	–	–	0.33%	82
2020 Q1	$2.79M	Hold	9,113	–	–	0.42%	78
2019 Q4	$2.72M	Sell	9,113 -11,794	-56%	-$3.52M	0.41%	81
2019 Q3	$2.8M	Buy	20,907 +11,794	+129%	+$1.58M	0.44%	75
2019 Q2	$2.44M	Hold	9,113	–	–	0.4%	75
2019 Q1	$2.4M	Hold	9,113	–	–	0.36%	86
2018 Q4	$1.97M	Buy	+9,113	New	+$1.97M	0.32%	92