Heritage Trust’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
Q3 | $4.87M | Buy |
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|
2025
Q2 | $5.52M | Sell |
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|
2025
Q1 | $5.46M | Sell |
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|
2024
Q4 | $4.82M | Buy |
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|
2024
Q2 | $5.3M | Buy |
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|
2024
Q1 | $5.35M | Sell |
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|
2023
Q4 | $5.96M | Sell |
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|
2023
Q3 | $4.68M | Sell |
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|
2023
Q2 | $5.67M | Sell |
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|
2023
Q1 | $6.07M | Sell |
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|
2022
Q4 | $6.3M | Sell |
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|
2022
Q3 | $6.58M | Sell |
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|
2022
Q2 | $7.86M | Sell |
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|
2022
Q1 | $7.82M | Buy |
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|
2021
Q4 | $9.08M | Buy |
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|
2021
Q3 | $8.16M | Buy |
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|
2021
Q2 | $7.93M | Buy |
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|
2021
Q1 | $6.57M | Buy |
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|
2020
Q4 | $5.75M | Sell |
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|
2020
Q3 | $6.25M | Sell |
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|
2020
Q2 | $7.02M | Buy |
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|
2020
Q1 | $3.75M | Buy |
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|
2019
Q4 | $3.94M | Buy |
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|
2019
Q3 | $3.69M | Buy |
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|
2019
Q2 | $3.17M | Buy |
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|
2019
Q1 | $2.38M | Buy |
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|
2018
Q4 | $158K | Hold |
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|
2018
Q3 | $145K | Hold |
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|
2018
Q2 | $144K | Hold |
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|
2018
Q1 | $145K | Hold |
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|
2017
Q4 | $143K | Hold |
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|
2017
Q3 | $137K | Hold |
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|
2017
Q2 | $132K | Hold |
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|
2017
Q1 | $122K | Buy |
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