Chase Investment Counsel’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 | – | Sell |
-4,600
| Closed | -$479K | – | 136 |
|
|
2025
Q1 | $479K | Buy |
4,600
+1,769
| +62% | +$184K | 0.18% | 91 |
|
|
2024
Q4 | $256K | Buy |
+2,831
| New | +$256K | 0.08% | 128 |
|
|
2023
Q4 | – | Sell |
-2,668
| Closed | -$245K | – | 120 |
|
|
2023
Q3 | $245K | Buy |
2,668
+225
| +9% | +$20.7K | 0.12% | 108 |
|
|
2023
Q2 | $278K | Buy |
2,443
+85
| +4% | +$9.67K | 0.14% | 86 |
|
|
2023
Q1 | $315K | Buy |
2,358
+465
| +25% | +$62.1K | 0.17% | 79 |
|
|
2022
Q4 | $256K | Sell |
1,893
-352
| -16% | -$47.6K | 0.16% | 79 |
|
|
2022
Q3 | $324K | Buy |
2,245
+4
| +0.2% | +$577 | 0.21% | 66 |
|
|
2022
Q2 | $377K | Buy |
2,241
+131
| +6% | +$22K | 0.2% | 71 |
|
|
2022
Q1 | $389K | Buy |
2,110
+121
| +6% | +$22.3K | 0.17% | 75 |
|
|
2021
Q4 | $415K | Buy |
1,989
+30
| +2% | +$6.26K | 0.17% | 78 |
|
|
2021
Q3 | $339K | Sell |
1,959
-95
| -5% | -$16.4K | 0.15% | 82 |
|
|
2021
Q2 | $400K | Sell |
2,054
-145
| -7% | -$28.2K | 0.17% | 76 |
|
|
2021
Q1 | $378K | Sell |
2,199
-96
| -4% | -$16.5K | 0.17% | 77 |
|
|
2020
Q4 | $365K | Buy |
2,295
+317
| +16% | +$50.4K | 0.16% | 75 |
|
|
2020
Q3 | $329K | Buy |
+1,978
| New | +$329K | 0.16% | 75 |
|