EWM
Empirical Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
3,286
+25
| +0.8% | +$2.57K | 0.01% | 502 |
|
|
2025
Q1 | $340K | Buy |
3,261
+412
| +14% | +$42.9K | 0.01% | 485 |
|
|
2024
Q4 | $259K | Buy |
+2,849
| New | +$259K | 0.01% | 529 |
|
|
2022
Q4 | – | Sell |
-2,146
| Closed | -$310K | – | 458 |
|
|
2022
Q3 | $310K | Buy |
2,146
+350
| +19% | +$50.6K | 0.02% | 369 |
|
|
2022
Q2 | $302K | Sell |
1,796
-50
| -3% | -$8.41K | 0.02% | 383 |
|
|
2022
Q1 | $341K | Sell |
1,846
-8
| -0.4% | -$1.48K | 0.02% | 387 |
|
|
2021
Q4 | $387K | Buy |
1,854
+49
| +3% | +$10.2K | 0.02% | 387 |
|
|
2021
Q3 | $313K | Sell |
1,805
-84
| -4% | -$14.6K | 0.02% | 371 |
|
|
2021
Q2 | $369K | Buy |
1,889
+80
| +4% | +$15.6K | 0.02% | 344 |
|
|
2021
Q1 | $311K | Buy |
+1,809
| New | +$311K | 0.02% | 318 |
|