Acorn Financial Advisory Services’s Crown Castle CCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$884K	Sell	10,870 -18	-0.2%	-$1.55K	0.12%	83
2025 Q4	$968K	Buy	10,888 +244	+2%	+$22.4K	0.14%	75
2025 Q3	$1.03M	Sell	10,644 -471	-4%	-$47.7K	0.16%	68
2025 Q2	$1.14M	Sell	11,115 -229	-2%	-$23.2K	0.19%	61
2025 Q1	$1.18M	Sell	11,344 -299	-3%	-$27.9K	0.21%	57
2024 Q4	$1.06M	Sell	11,643 -304	-3%	-$31.8K	0.17%	67
2024 Q3	$1.42M	Sell	11,947 -111	-0.9%	-$12.2K	0.25%	45
2024 Q2	$1.18M	Sell	12,058 -112	-0.9%	-$11K	0.22%	53
2024 Q1	$1.29M	Buy	12,170 +177	+1%	+$19.3K	0.24%	53
2023 Q4	$1.38M	Sell	11,993 -121	-1%	-$12.4K	0.24%	62
2023 Q3	$1.11M	Sell	12,114 -187	-2%	-$19.4K	0.2%	75
2023 Q2	$1.4M	Buy	12,301 +2,029	+20%	+$242K	0.25%	55
2023 Q1	$1.37M	Buy	10,272 +158	+2%	+$21.8K	0.27%	53
2022 Q4	$1.37M	Hold	10,114	–	–	0.29%	47
2022 Q3	$1.46M	Buy	10,114 +112	+1%	+$19.2K	0.35%	39
2022 Q2	$1.68M	Sell	10,002 -178	-2%	-$32.4K	0.4%	33
2022 Q1	$1.88M	Sell	10,180 -143	-1%	-$25.5K	0.38%	40
2021 Q4	$2.15M	Buy	10,323 +103	+1%	+$19K	0.43%	35
2021 Q3	$1.77M	Buy	10,220 +506	+5%	+$97.8K	0.55%	44
2021 Q2	$1.9M	Buy	9,714 +234	+2%	+$43.8K	0.56%	46
2021 Q1	$1.63M	Buy	9,480 +2,132	+29%	+$342K	0.6%	44
2020 Q4	$1.17M	Buy	7,348 +269	+4%	+$43.6K	0.46%	60
2020 Q3	$1.18M	Buy	7,079 +335	+5%	+$55.3K	0.62%	41
2020 Q2	$1.13M	Buy	6,744 +73	+1%	+$11.8K	0.79%	34
2020 Q1	$963K	Sell	6,671 -311	-4%	-$46.4K	0.95%	27
2019 Q4	$992K	Buy	+6,982	New	+$952K	0.83%	39