AMERICAN TOWER CORP NEW

Ticker: AMT CUSIP: 03027X100 Class: COM

Heritage Wealth Management, Inc.'s Holding History (CIK: 0001944755)

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

Q4 2025
Shares 3,255 Value ($000) $571 Avg Close $180.30 Range $169.12 - $192.63
Q3 2025
Shares 2,805 Value ($000) $539 Avg Close $204.56 Range $185.10 - $230.04
Q2 2025
Shares 2,805 Value ($000) $620 Avg Close $210.37 Range $190.80 - $225.87
Q1 2025
Shares 2,805 Value ($000) $610 Avg Close $189.52 Range $166.66 - $212.16
Q4 2024
Shares 2,805 Value ($000) $514 Avg Close $198.35 Range $171.45 - $222.90
Q3 2024
Shares 2,805 Value ($000) $652 Avg Close $210.79 Range $182.10 - $231.55
Q2 2024
Shares 2,805 Value ($000) $549 Avg Close $176.27 Range $160.72 - $190.06