Caldwell Trust’s Crown Castle CCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.3K Sell
100
-8
2025
Q1
$11.3K Sell
108
-2
2024
Q4
$9.98K Sell
110
-104
2024
Q3
$25.4K Buy
214
+79
2024
Q2
$13.2K Hold
135
2024
Q1
$14.3K Hold
135
2023
Q4
$15.6K Sell
135
-43
2023
Q3
$16.4K Sell
178
-115
2023
Q2
$33.4K Buy
293
+78
2023
Q1
$28.8K Hold
215
2022
Q4
$29.2K Sell
215
-19
2022
Q3
$33.8K Buy
+234
2022
Q1
Sell
-25
2021
Q4
$5.22K Hold
25
2021
Q3
$4.33K Sell
25
-5
2021
Q2
$5.85K Hold
30
2021
Q1
$5.16K Hold
30
2020
Q4
$4.78K Sell
30
-415
2020
Q3
$74.1K Sell
445
-160
2020
Q2
$101K Hold
605
2020
Q1
$87.4K Buy
605
+100
2019
Q4
$71.8K Buy
+505