Congress Wealth Management’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 | $517K | Buy |
5,032
+992
| +25% | +$102K | 0.01% | 912 |
|
|
2025
Q1 | $421K | Buy |
+4,040
| New | +$421K | 0.01% | 861 |
|
|
2024
Q1 | – | Sell |
-59,621
| Closed | -$6.87M | – | 586 |
|
|
2023
Q4 | $6.87M | Buy |
59,621
+255
| +0.4% | +$29.4K | 0.13% | 191 |
|
|
2023
Q3 | $5.46M | Sell |
59,366
-3,793
| -6% | -$349K | 0.11% | 204 |
|
|
2023
Q2 | $7.2M | Buy |
63,159
+899
| +1% | +$102K | 0.17% | 157 |
|
|
2023
Q1 | $8.33M | Buy |
62,260
+7,488
| +14% | +$1M | 0.2% | 146 |
|
|
2022
Q4 | $7.43M | Buy |
54,772
+1,280
| +2% | +$174K | 0.19% | 155 |
|
|
2022
Q3 | $7.73M | Buy |
53,492
+1,865
| +4% | +$270K | 0.21% | 146 |
|
|
2022
Q2 | $8.69M | Sell |
51,627
-675
| -1% | -$114K | 0.22% | 136 |
|
|
2022
Q1 | $9.66M | Buy |
52,302
+1,960
| +4% | +$362K | 0.21% | 144 |
|
|
2021
Q4 | $10.5M | Buy |
+50,342
| New | +$10.5M | 0.21% | 142 |
|