AE Wealth Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Buy |
7,193
+406
| +6% | +$41.7K | 0.01% | 800 |
|
|
2025
Q1 | $707K | Buy |
6,787
+931
| +16% | +$97.1K | 0.01% | 816 |
|
|
2024
Q4 | $531K | Buy |
5,856
+406
| +7% | +$36.8K | ﹤0.01% | 890 |
|
|
2024
Q3 | $646K | Buy |
5,450
+175
| +3% | +$20.8K | 0.01% | 813 |
|
|
2024
Q2 | $515K | Sell |
5,275
-932
| -15% | -$91.1K | 0.01% | 880 |
|
|
2024
Q1 | $657K | Sell |
6,207
-44,180
| -88% | -$4.68M | 0.01% | 758 |
|
|
2023
Q4 | $5.47M | Buy |
50,387
+8,242
| +20% | +$895K | 0.03% | 564 |
|
|
2023
Q3 | $3.88M | Buy |
42,145
+4,255
| +11% | +$392K | 0.02% | 614 |
|
|
2023
Q2 | $4.32M | Buy |
37,890
+15,002
| +66% | +$1.71M | 0.03% | 586 |
|
|
2023
Q1 | $3.06M | Sell |
22,888
-8,375
| -27% | -$1.12M | 0.02% | 655 |
|
|
2022
Q4 | $4.24M | Sell |
31,263
-401
| -1% | -$54.4K | 0.03% | 517 |
|
|
2022
Q3 | $4.58M | Sell |
31,664
-45,833
| -59% | -$6.63M | 0.04% | 447 |
|
|
2022
Q2 | $13M | Buy |
77,497
+23,237
| +43% | +$3.91M | 0.1% | 214 |
|
|
2022
Q1 | $10M | Buy |
54,260
+7,710
| +17% | +$1.42M | 0.07% | 283 |
|
|
2021
Q4 | $9.72M | Buy |
46,550
+20,707
| +80% | +$4.32M | 0.07% | 266 |
|
|
2021
Q3 | $4.48M | Sell |
25,843
-7,288
| -22% | -$1.26M | 0.04% | 410 |
|
|
2021
Q2 | $6.46M | Sell |
33,131
-291
| -0.9% | -$56.8K | 0.06% | 307 |
|
|
2021
Q1 | $5.75M | Buy |
33,422
+4,141
| +14% | +$713K | 0.06% | 290 |
|
|
2020
Q4 | $4.66M | Sell |
29,281
-1,879
| -6% | -$299K | 0.05% | 285 |
|
|
2020
Q3 | $5.19M | Buy |
31,160
+1,686
| +6% | +$281K | 0.07% | 225 |
|
|
2020
Q2 | $4.93M | Buy |
29,474
+3,258
| +12% | +$545K | 0.08% | 221 |
|
|
2020
Q1 | $3.79M | Buy |
26,216
+2,229
| +9% | +$322K | 0.09% | 210 |
|
|
2019
Q4 | $3.41M | Buy |
23,987
+559
| +2% | +$79.5K | 0.07% | 238 |
|
|
2019
Q3 | $3.26M | Sell |
23,428
-8,550
| -27% | -$1.19M | 0.09% | 195 |
|
|
2019
Q2 | $4.17M | Buy |
31,978
+13,931
| +77% | +$1.82M | 0.13% | 143 |
|
|
2019
Q1 | $2.31M | Buy |
18,047
+1,862
| +12% | +$238K | 0.16% | 126 |
|
|
2018
Q4 | $1.76M | Sell |
16,185
-8,212
| -34% | -$892K | 0.3% | 85 |
|
|
2018
Q3 | $2.72M | Buy |
24,397
+15,492
| +174% | +$1.72M | 0.15% | 110 |
|
|
2018
Q2 | $960K | Buy |
8,905
+1,123
| +14% | +$121K | 0.07% | 170 |
|
|
2018
Q1 | $853K | Sell |
7,782
-797
| -9% | -$87.4K | 0.07% | 193 |
|
|
2017
Q4 | $952K | Buy |
8,579
+20
| +0.2% | +$2.22K | 0.08% | 174 |
|
|
2017
Q3 | $856K | Sell |
8,559
-1,685
| -16% | -$169K | 0.08% | 173 |
|
|
2017
Q2 | $1.03M | Buy |
10,244
+705
| +7% | +$70.6K | 0.12% | 144 |
|
|
2017
Q1 | $901K | Buy |
9,539
+3,277
| +52% | +$310K | 0.17% | 123 |
|
|
2016
Q4 | $543K | Buy |
+6,262
| New | +$543K | 0.22% | 110 |
|