BFS
Bard Financial Services’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Sell |
5,325
-3,525
| -40% | -$362K | 0.07% | 143 |
|
|
2025
Q1 | $922K | Sell |
8,850
-730
| -8% | -$76.1K | 0.11% | 119 |
|
|
2024
Q4 | $869K | Sell |
9,580
-500
| -5% | -$45.4K | 0.1% | 116 |
|
|
2024
Q3 | $1.2M | Buy |
10,080
+620
| +7% | +$73.6K | 0.14% | 106 |
|
|
2024
Q2 | $924K | Sell |
9,460
-425
| -4% | -$41.5K | 0.1% | 122 |
|
|
2024
Q1 | $1.05M | Buy |
9,885
+1,570
| +19% | +$166K | 0.11% | 114 |
|
|
2023
Q4 | $958K | Buy |
8,315
+2,005
| +32% | +$231K | 0.11% | 120 |
|
|
2023
Q3 | $581K | Buy |
6,310
+1,675
| +36% | +$154K | 0.07% | 138 |
|
|
2023
Q2 | $528K | Buy |
4,635
+1,200
| +35% | +$137K | 0.04% | 212 |
|
|
2023
Q1 | $460K | Hold |
3,435
| – | – | 0.04% | 217 |
|
|
2022
Q4 | $466K | Buy |
3,435
+125
| +4% | +$17K | 0.04% | 208 |
|
|
2022
Q3 | $479K | Hold |
3,310
| – | – | 0.04% | 194 |
|
|
2022
Q2 | $557K | Buy |
3,310
+100
| +3% | +$16.8K | 0.05% | 188 |
|
|
2022
Q1 | $593K | Buy |
3,210
+625
| +24% | +$115K | 0.05% | 183 |
|
|
2021
Q4 | $540K | Buy |
2,585
+350
| +16% | +$73.1K | 0.04% | 184 |
|
|
2021
Q3 | $387K | Hold |
2,235
| – | – | 0.03% | 198 |
|
|
2021
Q2 | $436K | Hold |
2,235
| – | – | 0.04% | 196 |
|
|
2021
Q1 | $385K | Buy |
2,235
+500
| +29% | +$86.1K | 0.04% | 197 |
|
|
2020
Q4 | $276K | Buy |
+1,735
| New | +$276K | 0.03% | 212 |
|