HWMO
AMT icon

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$620K Hold
2,805
– – 0.2% 116
2025
Q1 		$610K Hold
2,805
– – 0.21% 115
2024
Q4 		$514K Hold
2,805
– – 0.17% 130
2024
Q3 		$652K Hold
2,805
– – 0.21% 119
2024
Q2 		$549K Buy
+2,805
New +$549K 0.18% 123