Congress Wealth Management’s Crown Castle CCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$517K	Buy	5,032 +992	+25%	+$100K	0.01%	912
2025 Q1	$421K	Buy	+4,040	New	+$377K	0.01%	861
2024 Q1	–	Sell	-59,621	Closed	-$6.87M	–	586
2023 Q4	$6.87M	Buy	59,621 +255	+0.4%	+$26.1K	0.13%	191
2023 Q3	$5.46M	Sell	59,366 -3,793	-6%	-$393K	0.11%	204
2023 Q2	$7.2M	Buy	63,159 +899	+1%	+$107K	0.17%	157
2023 Q1	$8.33M	Buy	62,260 +7,488	+14%	+$1.04M	0.2%	146
2022 Q4	$7.43M	Buy	54,772 +1,280	+2%	+$173K	0.19%	155
2022 Q3	$7.73M	Buy	53,492 +1,865	+4%	+$319K	0.21%	146
2022 Q2	$8.69M	Sell	51,627 -675	-1%	-$123K	0.22%	136
2022 Q1	$9.65M	Buy	52,302 +1,960	+4%	+$349K	0.21%	144
2021 Q4	$10.5M	Buy	+50,342	New	+$9.3M	0.21%	143