RWA 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
2026 Q1	$339K	Buy	1,963 +26	+1%	+$4.68K	﹤0.01%	515
2025 Q4	$340K	Sell	1,937 -152	-7%	-$27.7K	﹤0.01%	500
2025 Q3	$402K	Sell	2,089 -1,068	-34%	-$223K	﹤0.01%	484
2025 Q2	$698K	Buy	3,157 +866	+38%	+$187K	0.01%	378
2025 Q1	$499K	Sell	2,291 -56	-2%	-$11K	0.01%	405
2024 Q4	$430K	Sell	2,347 -1,080	-32%	-$224K	0.01%	430
2024 Q3	$797K	Buy	3,427 +1,053	+44%	+$233K	0.01%	349
2024 Q2	$461K	Sell	2,374 -1,090	-31%	-$204K	0.01%	402
2024 Q1	$684K	Buy	3,464 +83	+2%	+$16.5K	0.01%	353
2023 Q4	$730K	Buy	+3,381	New	+$639K	0.01%	335
2023 Q3	–	Sell	-1,064	Closed	-$206K	–	376
2023 Q2	$206K	Sell	1,064 -191	-15%	-$37.3K	﹤0.01%	317
2023 Q1	$256K	Sell	1,255 -771	-38%	-$162K	0.01%	227
2022 Q4	$462K	Sell	2,026 -34,797	-94%	-$7.24M	0.01%	179
2022 Q3	$7.91M	Buy	36,823 +987	+3%	+$254K	0.56%	39
2022 Q2	$9.16M	Buy	35,836 +1,136	+3%	+$285K	0.62%	35
2022 Q1	$8.72M	Buy	34,700 +485	+1%	+$118K	0.56%	44
2021 Q4	$10M	Buy	34,215 +572	+2%	+$156K	0.67%	41
2021 Q3	$8.93M	Buy	33,643 +706	+2%	+$201K	0.67%	42
2021 Q2	$8.9M	Buy	32,937 +1,213	+4%	+$309K	0.66%	41
2021 Q1	$7.58M	Buy	31,724 +6,149	+24%	+$1.37M	0.61%	47
2020 Q4	$5.74M	Buy	25,575 +8,621	+51%	+$2M	0.51%	54
2020 Q3	$4.1M	Buy	16,954 +15,877	+1,474%	+$4.03M	0.43%	55
2020 Q2	$278K	Buy	+1,077	New	+$266K	0.03%	181
2018 Q3	–	Sell	-15	Closed	-$2K	–	247
2018 Q2	$2K	Hold	15	–	–	﹤0.01%	740
2018 Q1	$2K	Buy	+15	New	+$2.11K	﹤0.01%	542