CWM
Compass Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.99M | Buy |
58,280
+318
| +0.5% | +$32.7K | 1.43% | 21 |
|
|
2025
Q1 | $6.04M | Buy |
57,962
+6,897
| +14% | +$719K | 1.54% | 13 |
|
|
2024
Q4 | $4.63M | Sell |
51,065
-3,378
| -6% | -$307K | 1.12% | 30 |
|
|
2024
Q3 | $6.46M | Buy |
54,443
+5,641
| +12% | +$669K | 1.52% | 11 |
|
|
2024
Q2 | $4.77M | Buy |
48,802
+11,327
| +30% | +$1.11M | 1.18% | 29 |
|
|
2024
Q1 | $3.97M | Buy |
37,475
+28,536
| +319% | +$3.02M | 0.99% | 39 |
|
|
2023
Q4 | $1.03M | Sell |
8,939
-475
| -5% | -$54.7K | 0.29% | 84 |
|
|
2023
Q3 | $866K | Sell |
9,414
-2,187
| -19% | -$201K | 0.27% | 91 |
|
|
2023
Q2 | $1.32M | Sell |
11,601
-4,466
| -28% | -$509K | 0.4% | 75 |
|
|
2023
Q1 | $2.15M | Buy |
16,067
+438
| +3% | +$58.6K | 0.68% | 46 |
|
|
2022
Q4 | $2.12M | Buy |
+15,629
| New | +$2.12M | 0.69% | 50 |
|