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 |
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|
2025
Q1 | $421K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $6.87M | Buy |
|
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|
2023
Q3 | $5.46M | Sell |
|
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|
2023
Q2 | $7.2M | Buy |
|
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|
2023
Q1 | $8.33M | Buy |
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|
2022
Q4 | $7.43M | Buy |
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|
2022
Q3 | $7.73M | Buy |
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|
2022
Q2 | $8.69M | Sell |
|
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|
2022
Q1 | $9.65M | Buy |
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|
2021
Q4 | $10.5M | Buy |
|