Ownership history in Transform Wealth, LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in AMERICAN TOWER CORP NEW (AMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 1,295 | +240 | +22.7% | 0.01% | $240K | $177.19 |
| 2024 Q3 | ADDED | 1,055 | +4 | +0.4% | 0.02% | $245K | $221.09 |
| 2024 Q2 | ADDED | 1,051 | +5 | +0.5% | 0.02% | $206K | $184.79 |
| 2024 Q1 | REDUCED | 1,046 | -1 | -0.1% | 0.02% | $207K | $184.64 |
| 2023 Q4 | REDUCED | 1,047 | -11,159 | -91.4% | 0.02% | $228K | $201.73 |
| 2023 Q3 | REDUCED | 12,206 | -12,272 | -50.1% | 0.21% | $2.0M | $150.94 |
| 2023 Q2 | ADDED | 24,478 | +355 | +1.5% | 0.43% | $4.8M | $178.00 |
| 2023 Q1 | ADDED | 24,123 | +11,310 | +88.3% | 0.46% | $4.9M | $184.65 |
| 2022 Q4 | ADDED | 12,813 | +12,036 | +1549.0% | 0.30% | $2.7M | $191.45 |
| 2022 Q2 | REDUCED | 777 | -7,667 | -90.8% | 0.03% | $200K | $227.61 |
As of 2025 Q4 — sorted by position size