Legend Financial Advisors’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	–	Sell	-10	Closed	-$2.21K	–	42
2025 Q2	$2.21K	Buy	+10	New	+$2.16K	﹤0.01%	155
2025 Q1	–	Sell	-10	Closed	-$1.83K	–	44
2024 Q4	$1.83K	Hold	10	–	–	﹤0.01%	199
2024 Q3	$2.33K	Hold	10	–	–	﹤0.01%	141
2024 Q2	$1.94K	Sell	10 -2	-17%	-$374	﹤0.01%	229
2024 Q1	$2.37K	Buy	12 +8	+200%	+$1.59K	﹤0.01%	172
2023 Q4	$864	Buy	+4	New	+$756	﹤0.01%	186
2023 Q3	–	Sell	-12	Closed	-$2.33K	–	189
2023 Q2	$2.33K	Sell	12 -36	-75%	-$7.04K	﹤0.01%	197
2023 Q1	$9.81K	Sell	48 -6	-11%	-$1.26K	0.01%	152
2022 Q4	$11.4K	Buy	54 +18	+50%	+$3.75K	0.01%	156
2022 Q3	$7.73K	Buy	+36	New	+$9.25K	0.01%	164