Heritage Wealth Management (Ohio)’s American Tower AMT Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$539K	Hold
2025 Q2	$620K	Hold
2025 Q1	$610K	Hold
2024 Q4	$514K	Hold
2024 Q3	$652K	Hold
2024 Q2	$549K	Buy