OWM
OneAscent Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
1,382
+26
| +2% | +$5.74K | 0.11% | 115 |
|
|
2025
Q1 | $295K | Buy |
1,356
+118
| +10% | +$25.7K | 0.13% | 104 |
|
|
2024
Q4 | $227K | Buy |
1,238
+92
| +8% | +$16.9K | 0.09% | 143 |
|
|
2024
Q3 | $267K | Buy |
+1,146
| New | +$267K | 0.1% | 145 |
|
|
2021
Q4 | – | Sell |
-1,458
| Closed | -$387K | – | 88 |
|
|
2021
Q3 | $387K | Buy |
+1,458
| New | +$387K | 0.44% | 51 |
|