Obermeyer Wealth Partners’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,149	Closed	-$223K	–	262
2024 Q2	$223K	Sell	1,149 -53	-4%	-$9.91K	0.01%	224
2024 Q1	$238K	Buy	1,202 +53	+5%	+$10.6K	0.01%	221
2023 Q4	$248K	Buy	+1,149	New	+$217K	0.02%	189
2023 Q3	–	Sell	-1,149	Closed	-$223K	–	215
2023 Q2	$223K	Hold	1,149	–	–	0.02%	197
2023 Q1	$235K	Sell	1,149 -85	-7%	-$17.8K	0.02%	190
2022 Q4	$261K	Hold	1,234	–	–	0.02%	181
2022 Q3	$265K	Hold	1,234	–	–	0.02%	163
2022 Q2	$315K	Hold	1,234	–	–	0.02%	140
2022 Q1	$310K	Hold	1,234	–	–	0.02%	169
2021 Q4	$361K	Sell	1,234 -33	-3%	-$9.02K	0.02%	150
2021 Q3	$336K	Buy	1,267 +211	+20%	+$60.1K	0.02%	155
2021 Q2	$285K	Buy	1,056 +6	+0.6%	+$1.53K	0.02%	175
2021 Q1	$251K	Hold	1,050	–	–	0.02%	176
2020 Q4	$236K	Sell	1,050 -146	-12%	-$33.9K	0.02%	136
2020 Q3	$289K	Sell	1,196 -107	-8%	-$27.1K	0.02%	116
2020 Q2	$337K	Buy	1,303 +28	+2%	+$6.93K	0.03%	100
2020 Q1	$278K	Buy	+1,275	New	+$297K	0.03%	95