OHWA
Oak Hill Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Buy |
3,826
+2,500
| +189% | +$552K | 0.18% | 68 |
|
|
2025
Q1 | $289K | Sell |
1,326
-2
| -0.2% | -$435 | 0.07% | 114 |
|
|
2024
Q4 | $244K | Buy |
+1,328
| New | +$244K | 0.06% | 121 |
|
|
2024
Q3 | – | Sell |
-1,399
| Closed | -$272K | – | 11 |
|
|
2024
Q2 | $272K | Buy |
+1,399
| New | +$272K | 0.08% | 92 |
|
|
2024
Q1 | – | Sell |
-1,399
| Closed | -$302K | – | 11 |
|
|
2023
Q4 | $302K | Hold |
1,399
| – | – | 0.1% | 83 |
|
|
2023
Q3 | $230K | Sell |
1,399
-115
| -8% | -$18.9K | 0.09% | 94 |
|
|
2023
Q2 | $294K | Sell |
1,514
-83
| -5% | -$16.1K | 0.11% | 84 |
|
|
2023
Q1 | $326K | Sell |
1,597
-23
| -1% | -$4.7K | 0.13% | 83 |
|
|
2022
Q4 | $343K | Buy |
+1,620
| New | +$343K | 0.14% | 79 |
|