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