Empirical 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 Q3	–	Sell	-3,286	Closed	-$338K	–	806
2025 Q2	$338K	Buy	3,286 +25	+0.8%	+$2.53K	0.01%	504
2025 Q1	$340K	Buy	3,261 +412	+14%	+$38.5K	0.01%	488
2024 Q4	$259K	Buy	+2,849	New	+$298K	0.01%	532
2022 Q4	–	Sell	-2,146	Closed	-$310K	–	462
2022 Q3	$310K	Buy	2,146 +350	+19%	+$59.9K	0.02%	370
2022 Q2	$302K	Sell	1,796 -50	-3%	-$9.1K	0.02%	383
2022 Q1	$341K	Sell	1,846 -8	-0.4%	-$1.42K	0.02%	387
2021 Q4	$387K	Buy	1,854 +49	+3%	+$9.05K	0.02%	387
2021 Q3	$313K	Sell	1,805 -84	-4%	-$16.2K	0.02%	371
2021 Q2	$369K	Buy	1,889 +80	+4%	+$15K	0.02%	344
2021 Q1	$311K	Buy	+1,809	New	+$290K	0.02%	319