Resurgent 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 | – | Sell |
-1,577
| Closed | -$343K | – | 188 |
|
|
2025
Q1 | $343K | Buy |
1,577
+23
| +1% | +$5.01K | 0.21% | 130 |
|
|
2024
Q4 | $285K | Sell |
1,554
-16
| -1% | -$2.94K | 0.17% | 141 |
|
|
2024
Q3 | $365K | Buy |
1,570
+30
| +2% | +$6.98K | 0.21% | 133 |
|
|
2024
Q2 | $299K | Sell |
1,540
-15
| -1% | -$2.92K | 0.19% | 140 |
|
|
2024
Q1 | $307K | Sell |
1,555
-16
| -1% | -$3.16K | 0.16% | 150 |
|
|
2023
Q4 | $339K | Buy |
1,571
+445
| +40% | +$96.1K | 0.21% | 123 |
|
|
2023
Q3 | $185K | Buy |
1,126
+77
| +7% | +$12.7K | 0.13% | 156 |
|
|
2023
Q2 | $203K | Buy |
1,049
+227
| +28% | +$44K | 0.13% | 142 |
|
|
2023
Q1 | $168K | Sell |
822
-953
| -54% | -$195K | 0.11% | 167 |
|
|
2022
Q4 | $376K | Buy |
1,775
+534
| +43% | +$113K | 0.2% | 115 |
|
|
2022
Q3 | $266K | Buy |
1,241
+113
| +10% | +$24.2K | 0.18% | 143 |
|
|
2022
Q2 | $288K | Buy |
1,128
+119
| +12% | +$30.4K | 0.18% | 135 |
|
|
2022
Q1 | $253K | Buy |
1,009
+193
| +24% | +$48.4K | 0.16% | 140 |
|
|
2021
Q4 | $239K | Buy |
+816
| New | +$239K | 0.19% | 102 |
|