Phillips Wealth Planners’s American Tower AMT Stock Holding History

Phillips Wealth Planners’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$381K	Sell
2025 Q2	$467K	Buy
2025 Q1	$413K	Buy
2024 Q4	–	Sell
2024 Q3	$423K	Buy
2024 Q2	$343K	Sell
2024 Q1	$306K	Sell
2023 Q4	$612K	Sell
2023 Q3	$505K	Buy
2023 Q2	$601K	Buy
2023 Q1	$382K	Buy