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