BOK Financial Private Wealth’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52.8K Sell
237
-96
-29% -$21.4K ﹤0.01% 245
2025
Q1
$72.5K Hold
333
0.01% 231
2024
Q4
$61.6K Hold
333
﹤0.01% 248
2024
Q3
$77.4K Sell
333
-22
-6% -$5.12K 0.01% 227
2024
Q2
$69.5K Hold
355
0.01% 228
2024
Q1
$70.1K Buy
355
+34
+11% +$6.71K 0.01% 231
2023
Q4
$69.9K Buy
321
+114
+55% +$24.8K 0.01% 217
2023
Q3
$34K Hold
207
﹤0.01% 262
2023
Q2
$40.5K Sell
207
-8
-4% -$1.56K ﹤0.01% 239
2023
Q1
$43.9K Buy
215
+8
+4% +$1.64K ﹤0.01% 248
2022
Q4
$44.2K Hold
207
﹤0.01% 241
2022
Q3
$44K Hold
207
﹤0.01% 253
2022
Q2
$53K Sell
207
-1,774
-90% -$454K ﹤0.01% 245
2022
Q1
$498K Buy
1,981
+466
+31% +$117K 0.04% 173
2021
Q4
$443K Buy
1,515
+156
+11% +$45.6K 0.03% 183
2021
Q3
$361K Buy
1,359
+238
+21% +$63.2K 0.03% 175
2021
Q2
$303K Buy
+1,121
New +$303K 0.02% 178
2020
Q3
Sell
-809
Closed -$209K 164
2020
Q2
$209K Buy
+809
New +$209K 0.02% 157