Atria Wealth Solutions’s Crown Castle CCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$952K	Sell	9,265 -7,761	-46%	-$785K	0.02%	656
2025 Q1	$1.77M	Sell	17,026 -4,421	-21%	-$413K	0.02%	675
2024 Q4	$1.95M	Sell	21,447 -10,682	-33%	-$1.12M	0.02%	652
2024 Q3	$3.81M	Sell	32,129 -1,390	-4%	-$153K	0.04%	417
2024 Q2	$3.27M	Buy	33,519 +3,018	+10%	+$297K	0.04%	459
2024 Q1	$3.23M	Sell	30,501 -3,276	-10%	-$356K	0.04%	468
2023 Q4	$3.89M	Buy	33,777 +3,260	+11%	+$334K	0.05%	375
2023 Q3	$2.81M	Buy	30,517 +9,549	+46%	+$989K	0.04%	458
2023 Q2	$2.39M	Buy	20,968 +182	+0.9%	+$21.7K	0.03%	511
2023 Q1	$2.78M	Buy	20,786 +590	+3%	+$81.6K	0.04%	426
2022 Q4	$2.74M	Sell	20,196 -422	-2%	-$57.1K	0.04%	408
2022 Q3	$2.98M	Sell	20,618 -1,792	-8%	-$307K	0.05%	348
2022 Q2	$3.77M	Buy	22,410 +7,635	+52%	+$1.39M	0.08%	288
2022 Q1	$2.73M	Buy	+14,775	New	+$2.63M	0.05%	395