RMR Wealth Builders’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.11M	Buy	18,012 +4,848	+37%	+$872K	0.24%	62
2025 Q4	$2.31M	Buy	13,164 +930	+8%	+$169K	0.18%	77
2025 Q3	$2.35M	Buy	12,234 +1,513	+14%	+$315K	0.2%	65
2025 Q2	$2.37M	Buy	10,721 +465	+5%	+$100K	0.22%	60
2025 Q1	$2.23M	Buy	10,256 +1,258	+14%	+$247K	0.23%	56
2024 Q4	$1.65M	Buy	8,998 +1,008	+13%	+$209K	0.17%	73
2024 Q3	$1.86M	Sell	7,990 -206	-3%	-$45.7K	0.2%	63
2024 Q2	$1.59M	Buy	8,196 +1,531	+23%	+$286K	0.18%	71
2024 Q1	$1.32M	Buy	6,665 +1,014	+18%	+$202K	0.16%	81
2023 Q4	$1.22M	Buy	5,651 +1,231	+28%	+$233K	0.17%	72
2023 Q3	$727K	Buy	4,420 +2,595	+142%	+$474K	0.12%	96
2023 Q2	$357K	Buy	1,825 +50	+3%	+$9.78K	0.06%	146
2023 Q1	$363K	Buy	1,775 +11	+0.6%	+$2.31K	0.07%	140
2022 Q4	$374K	Buy	1,764 +7	+0.4%	+$1.46K	0.08%	123
2022 Q3	$377K	Buy	1,757 +62	+4%	+$15.9K	0.09%	116
2022 Q2	$436K	Sell	1,695 -484	-22%	-$121K	0.11%	118
2022 Q1	$547K	Buy	2,179 +1,416	+186%	+$346K	0.12%	113
2021 Q4	$224K	Sell	763 -1,820	-70%	-$497K	0.06%	109
2021 Q3	$686K	Buy	2,583 +3	+0.1%	+$855	0.2%	77
2021 Q2	$700K	Sell	2,580 -35	-1%	-$8.92K	0.23%	69
2021 Q1	$625K	Buy	2,615 +209	+9%	+$46.5K	0.16%	85
2020 Q4	$540K	Sell	2,406 -264	-10%	-$61.4K	0.27%	71
2020 Q3	$645K	Buy	2,670 +822	+44%	+$208K	0.17%	94
2020 Q2	$478K	Buy	+1,848	New	+$457K	0.43%	54
2019 Q4	$425K	Buy	+1,848	New	+$403K	0.41%	52