Safe Harbor Fiduciary’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
$1.21M Buy
5,484
+179
+3% +$39.6K 1.14% 28
2025
Q1
$1.15M Sell
5,305
-25
-0.5% -$5.44K 1.19% 25
2024
Q4
$978K Buy
5,330
+58
+1% +$10.6K 1% 25
2024
Q3
$1.23M Buy
+5,272
New +$1.23M 1.15% 22