Beverly Hills Private Wealth’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 | $1.14M | Sell |
11,100
-674
| -6% | -$69.2K | 0.21% | 117 |
|
2025
Q1 | $1.23M | Sell |
11,774
-46
| -0.4% | -$4.79K | 0.24% | 108 |
|
2024
Q4 | $1.07M | Sell |
11,820
-938
| -7% | -$85.1K | 0.22% | 112 |
|
2024
Q3 | $1.51M | Sell |
12,758
-3,692
| -22% | -$438K | 0.31% | 92 |
|
2024
Q2 | $1.61M | Sell |
16,450
-1,057
| -6% | -$103K | 0.35% | 79 |
|
2024
Q1 | $1.85M | Buy |
17,507
+449
| +3% | +$47.5K | 0.43% | 63 |
|
2023
Q4 | $1.96M | Sell |
17,058
-2,918
| -15% | -$336K | 0.51% | 57 |
|
2023
Q3 | $1.84M | Sell |
19,976
-18,552
| -48% | -$1.71M | 0.55% | 52 |
|
2023
Q2 | $4M | Buy |
38,528
+18,648
| +94% | +$1.94M | 0.66% | 46 |
|
2023
Q1 | $2.66M | Buy |
19,880
+3,040
| +18% | +$407K | 0.83% | 32 |
|
2022
Q4 | $2.28M | Buy |
+16,840
| New | +$2.28M | 1% | 26 |
|