Heritage Investment Group’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 Q1	$259K	Sell	1,500 -21	-1%	-$3.78K	0.04%	104
2025 Q4	$267K	Hold	1,521	–	–	0.04%	105
2025 Q3	$293K	Hold	1,521	–	–	0.05%	94
2025 Q2	$336K	Hold	1,521	–	–	0.06%	88
2025 Q1	$331K	Hold	1,521	–	–	0.06%	85
2024 Q4	$279K	Sell	1,521 -91	-6%	-$18.9K	0.05%	89
2024 Q3	$375K	Buy	1,612 +41	+3%	+$9.09K	0.07%	71
2024 Q2	$305K	Hold	1,571	–	–	0.06%	77
2024 Q1	$310K	Sell	1,571 -40	-2%	-$7.97K	0.06%	81
2023 Q4	$348K	Buy	1,611 +41	+3%	+$7.75K	0.08%	63
2023 Q3	$258K	Hold	1,570	–	–	0.07%	77
2023 Q2	$304K	Sell	1,570 -39	-2%	-$7.63K	0.08%	65
2023 Q1	$329K	Buy	1,609 +40	+3%	+$8.39K	0.1%	56
2022 Q4	$332K	Buy	1,569 +8	+0.5%	+$1.67K	0.11%	54
2022 Q3	$335K	Buy	1,561 +40	+3%	+$10.3K	0.21%	52
2022 Q2	$389K	Hold	1,521	–	–	0.22%	51
2022 Q1	$382K	Hold	1,521	–	–	0.28%	50
2021 Q4	$445K	Buy	+1,521	New	+$416K	0.35%	43