Concurrent Investment Advisors’s Crown Castle CCI Stock Holding History

Concurrent Investment Advisors’s Portfolio CCI Stock Details CCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$611K	Sell
2025 Q2	$690K	Buy
2025 Q1	$595K	Sell
2024 Q4	$550K	Sell
2024 Q3	$840K	Sell
2024 Q2	$716K	Buy
2024 Q1	$673K	Sell
2023 Q4	$1.38M	Buy