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Whipplewood Advisors’s American Tower AMT Stock Holding History

Whipplewood Advisors’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$16.1K Buy
73
+33
+83% +$7.29K 0.01% 501
2025
Q1 		$13.1K Sell
40
-20
-33% -$6.53K 0.01% 521
2024
Q4 		$11K Buy
+60
New +$11K 0.01% 544