Tompkins Financial’s American Tower AMT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$119K	Hold	538	–	–	0.01%	225
2025 Q1	$117K	Sell	538 -25	-4%	-$5.44K	0.01%	241
2024 Q4	$103K	Sell	563 -100	-15%	-$18.3K	0.01%	251
2024 Q3	$154K	Hold	663	–	–	0.01%	222
2024 Q2	$129K	Buy	663 +200	+43%	+$38.9K	0.01%	241
2024 Q1	$91.5K	Sell	463 -100	-18%	-$19.8K	0.01%	287
2023 Q4	$122K	Buy	563 +150	+36%	+$32.4K	0.01%	247
2023 Q3	$67.9K	Sell	413 -24	-5%	-$3.95K	0.01%	299
2023 Q2	$84.8K	Buy	437 +400	+1,081%	+$77.6K	0.01%	283
2023 Q1	$7.56K	Hold	37	–	–	﹤0.01%	510
2022 Q4	$8K	Hold	37	–	–	﹤0.01%	502
2022 Q3	$8K	Buy	37 +24	+185%	+$5.19K	﹤0.01%	490
2022 Q2	$3K	Sell	13 -21	-62%	-$4.85K	﹤0.01%	524
2022 Q1	$8K	Hold	34	–	–	﹤0.01%	499
2021 Q4	$10K	Sell	34 -248	-88%	-$72.9K	﹤0.01%	285
2021 Q3	$75K	Buy	+282	New	+$75K	0.01%	199
2021 Q1	$123K	Hold	514	–	–	0.02%	165
2020 Q4	$115K	Buy	514 +219	+74%	+$49K	0.02%	161
2020 Q3	$71K	Sell	295 -85	-22%	-$20.5K	0.01%	207
2020 Q2	$98K	Hold	380	–	–	0.02%	182
2020 Q1	$83K	Hold	380	–	–	0.02%	188
2019 Q4	$87K	Hold	380	–	–	0.02%	213
2019 Q3	$84K	Hold	380	–	–	0.02%	193
2019 Q2	$78K	Hold	380	–	–	0.02%	202
2019 Q1	$75K	Hold	380	–	–	0.01%	205
2018 Q4	$60K	Hold	380	–	–	0.01%	217
2018 Q3	$55K	Hold	380	–	–	0.01%	238
2018 Q2	$55K	Buy	380 +245	+181%	+$35.5K	0.01%	242
2018 Q1	$20K	Hold	135	–	–	﹤0.01%	321
2017 Q4	$19K	Buy	+135	New	+$19K	﹤0.01%	296
2014 Q3	–	Sell	-13	Closed	-$1K	–	480
2014 Q2	$1K	Hold	13	–	–	﹤0.01%	495
2014 Q1	$1K	Buy	+13	New	+$1K	﹤0.01%	485