Carson Wealth (CWM LLC)’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
19,447
+294
| +2% | +$30.2K | 0.01% | 951 |
|
|
2025
Q1 | $2M | Buy |
19,153
+2,082
| +12% | +$217K | 0.01% | 834 |
|
|
2024
Q4 | $1.55M | Buy |
17,071
+4,242
| +33% | +$385K | 0.01% | 885 |
|
|
2024
Q3 | $1.52M | Sell |
12,829
-424
| -3% | -$50.3K | 0.01% | 826 |
|
|
2024
Q2 | $1.3M | Buy |
13,253
+1,239
| +10% | +$121K | 0.01% | 779 |
|
|
2024
Q1 | $1.27M | Sell |
12,014
-532
| -4% | -$56.3K | 0.01% | 767 |
|
|
2023
Q4 | $1.45M | Buy |
12,546
+911
| +8% | +$105K | 0.01% | 664 |
|
|
2023
Q3 | $1.07M | Buy |
11,635
+3,818
| +49% | +$351K | 0.01% | 717 |
|
|
2023
Q2 | $891K | Sell |
7,817
-494
| -6% | -$56.3K | 0.01% | 752 |
|
|
2023
Q1 | $1.11M | Sell |
8,311
-501
| -6% | -$67K | 0.01% | 640 |
|
|
2022
Q4 | $1.2M | Buy |
8,812
+1,623
| +23% | +$220K | 0.01% | 561 |
|
|
2022
Q3 | $1.04M | Sell |
7,189
-72
| -1% | -$10.4K | 0.01% | 550 |
|
|
2022
Q2 | $1.22M | Buy |
7,261
+583
| +9% | +$98.2K | 0.01% | 517 |
|
|
2022
Q1 | $1.23M | Buy |
6,678
+687
| +11% | +$127K | 0.01% | 508 |
|
|
2021
Q4 | $1.25M | Buy |
+5,991
| New | +$1.25M | 0.01% | 527 |
|
|
2021
Q2 | $997K | Hold |
5,111
| – | – | 0.01% | 561 |
|
|
2021
Q1 | $997K | Hold |
5,111
| – | – | 0.01% | 561 |
|
|
2020
Q4 | $997K | Hold |
5,111
| – | – | 0.01% | 561 |
|
|
2020
Q3 | $997K | Hold |
5,111
| – | – | 0.01% | 561 |
|
|
2020
Q2 | $997K | Hold |
5,111
| – | – | 0.01% | 561 |
|
|
2020
Q1 | $997K | Hold |
5,111
| – | – | 0.01% | 561 |
|
|
2019
Q4 | $997K | Hold |
5,111
| – | – | 0.01% | 561 |
|
|
2019
Q3 | $997K | Hold |
5,111
| – | – | 0.01% | 561 |
|
|
2019
Q2 | $997K | Hold |
5,111
| – | – | 0.01% | 561 |
|
|
2019
Q1 | $997K | Buy |
5,111
+4,099
| +405% | +$800K | 0.01% | 561 |
|
|
2018
Q4 | $110K | Buy |
1,012
+292
| +41% | +$31.7K | ﹤0.01% | 704 |
|
|
2018
Q3 | $80K | Buy |
720
+37
| +5% | +$4.11K | ﹤0.01% | 652 |
|
|
2018
Q2 | $74K | Buy |
683
+126
| +23% | +$13.7K | ﹤0.01% | 565 |
|
|
2018
Q1 | $61K | Sell |
557
-321
| -37% | -$35.2K | ﹤0.01% | 520 |
|
|
2017
Q4 | $97K | Sell |
878
-168
| -16% | -$18.6K | ﹤0.01% | 432 |
|
|
2017
Q3 | $105K | Buy |
1,046
+897
| +602% | +$90K | 0.01% | 407 |
|
|
2017
Q2 | $15K | Buy |
149
+12
| +9% | +$1.21K | ﹤0.01% | 689 |
|
|
2017
Q1 | $13K | Sell |
137
-44
| -24% | -$4.18K | ﹤0.01% | 691 |
|
|
2016
Q4 | $16K | Buy |
181
+68
| +60% | +$6.01K | ﹤0.01% | 625 |
|
|
2016
Q3 | $11K | Buy |
+113
| New | +$11K | ﹤0.01% | 667 |
|
|
2014
Q1 | – | Sell |
-694
| Closed | -$51K | – | 194 |
|
|
2013
Q4 | $51K | Sell |
694
-14
| -2% | -$1.03K | 0.01% | 237 |
|
|
2013
Q3 | $52K | Buy |
+708
| New | +$52K | 0.01% | 186 |
|