Bartlett & Co 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 | $5.34K | Hold |
52
| – | – | ﹤0.01% | 991 |
|
2025
Q1 | $5.42K | Sell |
52
-98
| -65% | -$10.2K | ﹤0.01% | 982 |
|
2024
Q4 | $13.6K | Buy |
150
+48
| +47% | +$4.36K | ﹤0.01% | 871 |
|
2024
Q3 | $12.1K | Hold |
102
| – | – | ﹤0.01% | 894 |
|
2024
Q2 | $9.97K | Hold |
102
| – | – | ﹤0.01% | 918 |
|
2024
Q1 | $10.8K | Buy |
102
+15
| +17% | +$1.59K | ﹤0.01% | 902 |
|
2023
Q4 | $10.2K | Sell |
87
-48
| -36% | -$5.65K | ﹤0.01% | 996 |
|
2023
Q3 | $12.4K | Sell |
135
-63
| -32% | -$5.8K | ﹤0.01% | 900 |
|
2023
Q2 | $22.6K | Sell |
198
-115
| -37% | -$13.1K | ﹤0.01% | 802 |
|
2023
Q1 | $41.9K | Sell |
313
-82
| -21% | -$11K | ﹤0.01% | 595 |
|
2022
Q4 | $53.6K | Sell |
395
-58
| -13% | -$7.87K | ﹤0.01% | 567 |
|
2022
Q3 | $65.5K | Hold |
453
| – | – | ﹤0.01% | 525 |
|
2022
Q2 | $76.3K | Buy |
453
+94
| +26% | +$15.8K | ﹤0.01% | 507 |
|
2022
Q1 | $66.3K | Buy |
+359
| New | +$66.3K | ﹤0.01% | 541 |
|
2021
Q4 | – | Sell |
-784
| Closed | -$136K | – | 477 |
|
2021
Q3 | $136K | Buy |
784
+527
| +205% | +$91.3K | ﹤0.01% | 374 |
|
2021
Q2 | $50.1K | Hold |
257
| – | – | ﹤0.01% | 510 |
|
2021
Q1 | $44.2K | Sell |
257
-7
| -3% | -$1.21K | ﹤0.01% | 559 |
|
2020
Q4 | $42K | Buy |
264
+99
| +60% | +$15.8K | ﹤0.01% | 548 |
|
2020
Q3 | $27.5K | Sell |
165
-55
| -25% | -$9.16K | ﹤0.01% | 581 |
|
2020
Q2 | $36.8K | Buy |
220
+55
| +33% | +$9.2K | ﹤0.01% | 539 |
|
2020
Q1 | $23.8K | Buy |
165
+115
| +230% | +$16.6K | ﹤0.01% | 561 |
|
2019
Q4 | $7.11K | Hold |
50
| – | – | ﹤0.01% | 749 |
|
2019
Q3 | $6.95K | Buy |
+50
| New | +$6.95K | ﹤0.01% | 759 |
|
2018
Q3 | – | Sell |
-885
| Closed | -$95.4K | – | 710 |
|
2018
Q2 | $95.4K | Buy |
+885
| New | +$95.4K | ﹤0.01% | 331 |
|