AMERICAN TOWER CORP NEW

Ticker: AMT CUSIP: 03027X100 Class: COM

Summit Financial, LLC's Holding History (CIK: 0001765536)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 5,783 Value ($000) $1,025 Avg Close $180.30 Range $169.12 - $192.63

Q3 2025

Shares 6,487 Value ($000) $1,247 Avg Close $204.56 Range $185.10 - $230.04

Q2 2025

Shares 8,845 Value ($000) $1,970 Avg Close $210.37 Range $190.80 - $225.87

Q1 2025

Shares 9,293 Value ($000) $2,022 Avg Close $189.52 Range $166.66 - $212.16

Q4 2024

Shares 9,526 Value ($000) $1,763 Avg Close $198.35 Range $171.45 - $222.90

Q3 2024

Shares 12,753 Value ($000) $2,966 Avg Close $210.79 Range $182.10 - $231.55

Q2 2024

Shares 12,750 Value ($000) $2,499 Avg Close $176.27 Range $160.72 - $190.06

Q1 2024

Shares 6,323 Value ($000) $1,249 Avg Close $186.13 Range $169.29 - $204.74

Q4 2023

Shares 6,045 Value ($000) $1,315 Avg Close $175.15 Range $141.88 - $204.01

Q3 2023

Shares 6,034 Value ($000) $992 Avg Close $167.65 Range $145.17 - $184.31

Q2 2023

Shares 6,186 Value ($000) $1,209 Avg Close $178.08 Range $162.53 - $192.95

Q1 2023

Shares 3,941 Value ($000) $805 Avg Close $189.59 Range $171.12 - $212.87

Q4 2022

Shares 4,223 Value ($000) $895 Avg Close $186.71 Range $159.82 - $204.49

Q3 2022

Shares 4,114 Value ($000) $883,176 Avg Close $228.80 Range $188.24 - $251.54

Q2 2022

Shares 3,383 Value ($000) $869,507 Avg Close $222.20 Range $196.54 - $240.37

Q1 2022

Shares 3,368 Value ($000) $846,046 Avg Close $214.86 Range $193.72 - $257.60

Q4 2021

Shares 2,950 Value ($000) $866,814 Avg Close $239.48 Range $222.02 - $259.23

Q3 2021

Shares 2,141 Value ($000) $571,102 Avg Close $248.67 Range $232.43 - $264.88

Q2 2021

Shares 885 Value ($000) $240,035 Avg Close $221.28 Range $204.65 - $239.67

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,783	$1,025	$180.30	$169.12 - $192.63
Q3 2025	6,487	$1,247	$204.56	$185.10 - $230.04
Q2 2025	8,845	$1,970	$210.37	$190.80 - $225.87
Q1 2025	9,293	$2,022	$189.52	$166.66 - $212.16
Q4 2024	9,526	$1,763	$198.35	$171.45 - $222.90
Q3 2024	12,753	$2,966	$210.79	$182.10 - $231.55
Q2 2024	12,750	$2,499	$176.27	$160.72 - $190.06
Q1 2024	6,323	$1,249	$186.13	$169.29 - $204.74
Q4 2023	6,045	$1,315	$175.15	$141.88 - $204.01
Q3 2023	6,034	$992	$167.65	$145.17 - $184.31
Q2 2023	6,186	$1,209	$178.08	$162.53 - $192.95
Q1 2023	3,941	$805	$189.59	$171.12 - $212.87
Q4 2022	4,223	$895	$186.71	$159.82 - $204.49
Q3 2022	4,114	$883,176	$228.80	$188.24 - $251.54
Q2 2022	3,383	$869,507	$222.20	$196.54 - $240.37
Q1 2022	3,368	$846,046	$214.86	$193.72 - $257.60
Q4 2021	2,950	$866,814	$239.48	$222.02 - $259.23
Q3 2021	2,141	$571,102	$248.67	$232.43 - $264.88
Q2 2021	885	$240,035	$221.28	$204.65 - $239.67