OFS
OneAscent Financial Services’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Sell |
2,177
-232
| -10% | -$51.7K | 0.03% | 315 |
|
|
2025
Q1 | $526K | Buy |
2,409
+115
| +5% | +$25.1K | 0.03% | 326 |
|
|
2024
Q4 | $421K | Buy |
+2,294
| New | +$421K | 0.04% | 286 |
|
|
2021
Q4 | – | Sell |
-1,193
| Closed | -$317K | – | 140 |
|
|
2021
Q3 | $317K | Buy |
+1,193
| New | +$317K | 0.42% | 53 |
|