Patton Albertson Miller Group’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-932	Closed	-$206K	–	208
2025 Q2	$206K	Buy	932 +4	+0.4%	+$864	0.03%	208
2025 Q1	$202K	Buy	+928	New	+$182K	0.03%	211
2024 Q4	–	Sell	-923	Closed	-$215K	–	222
2024 Q3	$215K	Buy	+923	New	+$205K	0.03%	209
2023 Q2	–	Sell	-1,187	Closed	-$243K	–	206
2023 Q1	$243K	Sell	1,187 -25	-2%	-$5.25K	0.04%	194
2022 Q4	$257K	Buy	1,212 +3	+0.2%	+$624	0.05%	190
2022 Q3	$260K	Sell	1,209 -227	-16%	-$58.3K	0.06%	189
2022 Q2	$367K	Hold	1,436	–	–	0.08%	174
2022 Q1	$361K	Buy	1,436 +13	+0.9%	+$3.17K	0.06%	185
2021 Q4	$416K	Hold	1,423	–	–	0.07%	191
2021 Q3	$378K	Buy	1,423 +50	+4%	+$14.3K	0.07%	192
2021 Q2	$371K	Hold	1,373	–	–	0.08%	163
2021 Q1	$328K	Hold	1,373	–	–	0.08%	168
2020 Q4	$309K	Sell	1,373 -780	-36%	-$181K	0.07%	180
2020 Q3	$520K	Hold	2,153	–	–	0.15%	135
2020 Q2	$557K	Sell	2,153 -202	-9%	-$50K	0.16%	132
2020 Q1	$513K	Sell	2,355 -99	-4%	-$23K	0.17%	134
2019 Q4	$564K	Sell	2,454 -46	-2%	-$10K	0.15%	147
2019 Q3	$553K	Sell	2,500 -157	-6%	-$34.3K	0.16%	142
2019 Q2	$590K	Buy	2,657 +1,402	+112%	+$282K	0.17%	141
2019 Q1	$247K	Hold	1,255	–	–	0.13%	105
2018 Q4	$217K	Hold	1,255	–	–	0.12%	115
2018 Q3	$191K	Buy	+1,255	New	+$184K	0.1%	117