Resurgent 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 Q2	–	Sell	-1,577	Closed	-$343K	–	188
2025 Q1	$343K	Buy	1,577 +23	+1%	+$4.51K	0.21%	130
2024 Q4	$285K	Sell	1,554 -16	-1%	-$3.31K	0.17%	141
2024 Q3	$365K	Buy	1,570 +30	+2%	+$6.65K	0.21%	133
2024 Q2	$299K	Sell	1,540 -15	-1%	-$2.8K	0.19%	140
2024 Q1	$307K	Sell	1,555 -16	-1%	-$3.19K	0.16%	150
2023 Q4	$339K	Buy	1,571 +445	+40%	+$84.1K	0.21%	123
2023 Q3	$185K	Buy	1,126 +77	+7%	+$14.1K	0.13%	157
2023 Q2	$203K	Buy	1,049 +227	+28%	+$44.4K	0.13%	143
2023 Q1	$168K	Sell	822 -953	-54%	-$200K	0.11%	169
2022 Q4	$376K	Buy	1,775 +534	+43%	+$111K	0.2%	117
2022 Q3	$266K	Buy	1,241 +113	+10%	+$29K	0.18%	147
2022 Q2	$288K	Buy	1,128 +119	+12%	+$29.9K	0.19%	139
2022 Q1	$253K	Buy	1,009 +193	+24%	+$47.1K	0.16%	143
2021 Q4	$239K	Buy	+816	New	+$223K	0.2%	104