Shum Financial Group’s American Tower AMT Stock Holding History

Shum Financial Group’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$730K	Buy
2025 Q1	$913K	Buy
2024 Q4	$748K	Sell
2024 Q3	$888K	Buy