Waypoint Wealth Counsel’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Sell
2025
Q2
$312K Buy
2025
Q1
$267K Buy
2024
Q4
Sell
2024
Q3
$283K Buy
2024
Q2
$224K Sell
2024
Q1
$230K Sell
2023
Q4
$308K Buy
2023
Q3
$224K Sell
2023
Q2
$305K Sell
2023
Q1
$325K Sell
2022
Q4
$393K Buy