HIG
Heritage Investment Group’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$16.7K | 0.05% | 89 |
|
|
2024
Q3 | $375K | Buy |
1,612
+41
| +3% | +$9.53K | 0.07% | 71 |
|
|
2024
Q2 | $305K | Hold |
1,571
| – | – | 0.06% | 77 |
|
|
2024
Q1 | $310K | Sell |
1,571
-40
| -2% | -$7.89K | 0.06% | 81 |
|
|
2023
Q4 | $348K | Buy |
1,611
+41
| +3% | +$8.86K | 0.08% | 63 |
|
|
2023
Q3 | $258K | Hold |
1,570
| – | – | 0.07% | 77 |
|
|
2023
Q2 | $304K | Sell |
1,570
-39
| -2% | -$7.55K | 0.08% | 65 |
|
|
2023
Q1 | $329K | Buy |
1,609
+40
| +3% | +$8.18K | 0.1% | 56 |
|
|
2022
Q4 | $332K | Buy |
1,569
+8
| +0.5% | +$1.69K | 0.11% | 54 |
|
|
2022
Q3 | $335K | Buy |
1,561
+40
| +3% | +$8.58K | 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 | +$445K | 0.35% | 43 |
|