Peak Financial Advisors’s American Tower AMT Stock Holding History

Peak Financial Advisors’s Portfolio AMT Stock Details AMT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$457K	Buy
2025 Q2	$508K	Buy
2025 Q1	$497K	Hold
2024 Q4	$419K	Sell
2024 Q3	$539K	Sell
2024 Q2	$470K	Sell
2024 Q1	$479K	Buy
2023 Q4	$516K	Buy
2023 Q3	$325K	Buy
2023 Q2	$351K	Buy