SWP
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Sagespring Wealth Partners’s American Tower AMT Stock Holding History

Sagespring Wealth Partners’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.13M Buy
5,106
+828
+19% +$183K 0.02% 262
2025
Q1 		$931K Buy
4,278
+1,115
+35% +$243K 0.02% 255
2024
Q4 		$580K Buy
+3,163
New +$580K 0.02% 315