Peak Financial Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Buy |
2,297
+15
| +0.7% | +$3.32K | 0.26% | 53 |
|
|
2025
Q1 | $497K | Hold |
2,282
| – | – | 0.25% | 56 |
|
|
2024
Q4 | $419K | Sell |
2,282
-36
| -2% | -$6.6K | 0.22% | 65 |
|
|
2024
Q3 | $539K | Sell |
2,318
-100
| -4% | -$23.3K | 0.28% | 51 |
|
|
2024
Q2 | $470K | Sell |
2,418
-6
| -0.2% | -$1.17K | 0.27% | 52 |
|
|
2024
Q1 | $479K | Buy |
2,424
+34
| +1% | +$6.72K | 0.29% | 47 |
|
|
2023
Q4 | $516K | Buy |
2,390
+416
| +21% | +$89.8K | 0.34% | 45 |
|
|
2023
Q3 | $325K | Buy |
1,974
+165
| +9% | +$27.1K | 0.35% | 35 |
|
|
2023
Q2 | $351K | Buy |
+1,809
| New | +$351K | 0.28% | 49 |
|