Legacy Capital Group California’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	-1,043	Closed	-$201K	–	337
2025 Q3	$201K	Buy	1,043 +19	+2%	+$3.96K	0.05%	323
2025 Q2	$226K	Sell	1,024 -5	-0.5%	-$1.08K	0.06%	309
2025 Q1	$224K	Buy	+1,029	New	+$202K	0.08%	286
2024 Q4	–	Sell	-1,035	Closed	-$241K	–	332
2024 Q3	$241K	Sell	1,035 -44	-4%	-$9.76K	0.08%	276
2024 Q2	$210K	Buy	1,079 +11	+1%	+$2.06K	0.08%	285
2024 Q1	$211K	Buy	1,068 +26	+2%	+$5.18K	0.08%	287
2023 Q4	$225K	Buy	+1,042	New	+$197K	0.09%	259
2023 Q3	–	Sell	-1,084	Closed	-$210K	–	269
2023 Q2	$210K	Buy	1,084 +35	+3%	+$6.84K	0.09%	256
2023 Q1	$214K	Buy	+1,049	New	+$220K	0.1%	226