Regent Peak Wealth 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 Q1	$208K	Buy	+958	New	+$188K	0.05%	160
2024 Q4	–	Sell	-976	Closed	-$227K	–	182
2024 Q3	$227K	Buy	+976	New	+$216K	0.05%	153
2024 Q1	–	Sell	-1,056	Closed	-$228K	–	171
2023 Q4	$228K	Buy	+1,056	New	+$200K	0.06%	140
2023 Q3	–	Sell	-1,300	Closed	-$252K	–	155
2023 Q2	$252K	Sell	1,300 -187	-13%	-$36.6K	0.07%	123
2023 Q1	$304K	Sell	1,487 -182	-11%	-$38.2K	0.09%	105
2022 Q4	$355K	Buy	1,669 +118	+8%	+$24.6K	0.12%	103
2022 Q3	$332K	Buy	1,551 +3	+0.2%	+$771	0.12%	104
2022 Q2	$395K	Buy	1,548 +103	+7%	+$25.8K	0.13%	97
2022 Q1	$363K	Sell	1,445 -11	-0.8%	-$2.68K	0.1%	111
2021 Q4	$426K	Buy	1,456 +9	+0.6%	+$2.46K	0.12%	102
2021 Q3	$384K	Buy	1,447 +32	+2%	+$9.12K	0.11%	107
2021 Q2	$400K	Buy	1,415 +106	+8%	+$27K	0.11%	107
2021 Q1	$312K	Sell	1,309 -178	-12%	-$39.6K	0.1%	115
2020 Q4	$334K	Buy	1,487 +236	+19%	+$54.9K	0.11%	102
2020 Q3	$302K	Buy	1,251 +86	+7%	+$21.8K	0.13%	96
2020 Q2	$301K	Buy	1,165 +119	+11%	+$29.4K	0.14%	89
2020 Q1	$227K	Buy	1,046 +59	+6%	+$13.7K	0.13%	99
2019 Q4	$226K	Buy	+987	New	+$215K	0.1%	118