Hennion & Walsh Asset Management’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$543K	Buy	3,319 +1,068	+47%	+$192K	0.02%	721
2026 Q1	$388K	Buy	+2,251	New	+$405K	0.01%	773
2025 Q4	–	Sell	-1,500	Closed	-$288K	–	930
2025 Q3	$288K	Sell	1,500 -265	-15%	-$55.2K	0.01%	858
2025 Q2	$390K	Sell	1,765 -1,121	-39%	-$242K	0.02%	749
2025 Q1	$628K	Sell	2,886 -184	-6%	-$36.1K	0.03%	580
2024 Q4	$563K	Buy	3,070 +305	+11%	+$63.2K	0.03%	593
2024 Q3	$643K	Sell	2,765 -2,539	-48%	-$563K	0.03%	560
2024 Q2	$1.03M	Sell	5,304 -2,088	-28%	-$390K	0.05%	414
2024 Q1	$1.46M	Sell	7,392 -4,143	-36%	-$825K	0.08%	329
2023 Q4	$2.49M	Sell	11,535 -1,978	-15%	-$374K	0.14%	212
2023 Q3	$2.22M	Sell	13,513 -6,719	-33%	-$1.23M	0.14%	196
2023 Q2	$3.92M	Sell	20,232 -6,209	-23%	-$1.21M	0.23%	106
2023 Q1	$5.4M	Sell	26,441 -1,401	-5%	-$294K	0.33%	68
2022 Q4	$5.9M	Sell	27,842 -1,088	-4%	-$226K	0.36%	67
2022 Q3	$6.21M	Buy	28,930 +4,343	+18%	+$1.12M	0.41%	54
2022 Q2	$6.28M	Buy	24,587 +1,522	+7%	+$382K	0.39%	61
2022 Q1	$5.79M	Buy	23,065 +5,887	+34%	+$1.44M	0.31%	80
2021 Q4	$5.03M	Buy	17,178 +3,836	+29%	+$1.05M	0.25%	108
2021 Q3	$3.54M	Buy	13,342 +5,126	+62%	+$1.46M	0.19%	155
2021 Q2	$2.22M	Sell	8,216 -692	-8%	-$176K	0.12%	229
2021 Q1	$2.13M	Buy	+8,908	New	+$1.98M	0.13%	218

Other funds holding AMT