Concurrent Investment Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Buy |
6,714
+1,003
| +18% | +$103K | 0.01% | 729 |
|
|
2025
Q1 | $595K | Sell |
5,711
-349
| -6% | -$36.4K | 0.01% | 691 |
|
|
2024
Q4 | $550K | Sell |
6,060
-1,018
| -14% | -$92.4K | 0.01% | 637 |
|
|
2024
Q3 | $840K | Sell |
7,078
-247
| -3% | -$29.3K | 0.02% | 503 |
|
|
2024
Q2 | $716K | Buy |
7,325
+966
| +15% | +$94.4K | 0.02% | 502 |
|
|
2024
Q1 | $673K | Sell |
6,359
-5,647
| -47% | -$598K | 0.03% | 468 |
|
|
2023
Q4 | $1.38M | Buy |
+12,006
| New | +$1.38M | 0.07% | 281 |
|