Shum Financial Group’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$913K	Buy	4,196 +141	+3%	+$30.7K	0.79%	43
2024 Q4	$748K	Sell	4,055 -96	-2%	-$17.7K	0.65%	49
2024 Q3	$888K	Buy	+4,151	New	+$888K	0.74%	46