WealthShield Partners’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 Q4	–	Sell	-13,157	Closed	-$2.53M	–	566
2025 Q3	$2.53M	Buy	13,157 +590	+5%	+$123K	0.29%	94
2025 Q2	$2.78M	Sell	12,567 -429	-3%	-$92.6K	0.34%	86
2025 Q1	$2.83M	Buy	12,996 +2,438	+23%	+$478K	0.36%	78
2024 Q4	$1.95M	Sell	10,558 -2,643	-20%	-$548K	0.28%	102
2024 Q3	$3.07M	Buy	13,201 +2,407	+22%	+$534K	0.42%	69
2024 Q2	$2.12M	Buy	+10,794	New	+$2.02M	0.32%	86
2021 Q3	–	Sell	-133	Closed	-$36K	–	259
2021 Q2	$36K	Sell	133 -26	-16%	-$6.63K	0.01%	541
2021 Q1	$38K	Sell	159 -2,671	-94%	-$595K	0.01%	510
2020 Q4	$635K	Buy	2,830 +107	+4%	+$24.9K	0.12%	141
2020 Q3	$658K	Hold	2,723	–	–	0.23%	98
2020 Q2	$704K	Buy	+2,723	New	+$674K	0.32%	71