OCM
Osterweis Capital Management’s American Tower AMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-397
| Closed | -$85K | – | 234 |
|
2022
Q3 | $85K | Buy |
+397
| New | +$85K | 0.01% | 150 |
|
2022
Q1 | – | Sell |
-690
| Closed | -$202K | – | 147 |
|
2021
Q4 | $202K | Sell |
690
-600
| -47% | -$176K | 0.01% | 143 |
|
2021
Q3 | $342K | Hold |
1,290
| – | – | 0.02% | 126 |
|
2021
Q2 | $348K | Buy |
+1,290
| New | +$348K | 0.02% | 128 |
|