Principia Wealth Advisory’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.64K Buy
21
+1
+5% +$221 ﹤0.01% 239
2025
Q1
$4.15K Buy
20
+7
+54% +$1.45K ﹤0.01% 199
2024
Q4
$2.38K Buy
+13
New +$2.38K ﹤0.01% 217