EP Wealth Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
13,806
+7,112
| +106% | +$731K | 0.01% | 487 |
|
|
2025
Q1 | $698K | Sell |
6,694
-238
| -3% | -$24.8K | 0.01% | 598 |
|
|
2024
Q4 | $629K | Sell |
6,932
-672
| -9% | -$61K | 0.01% | 623 |
|
|
2024
Q3 | $902K | Sell |
7,604
-54
| -0.7% | -$6.41K | 0.01% | 519 |
|
|
2024
Q2 | $748K | Sell |
7,658
-112
| -1% | -$10.9K | 0.01% | 442 |
|
|
2024
Q1 | $822K | Sell |
7,770
-498
| -6% | -$52.7K | 0.01% | 415 |
|
|
2023
Q4 | $952K | Sell |
8,268
-670
| -7% | -$77.2K | 0.01% | 375 |
|
|
2023
Q3 | $823K | Buy |
8,938
+5,081
| +132% | +$468K | 0.01% | 366 |
|
|
2023
Q2 | $1.03M | Sell |
3,857
-7,806
| -67% | -$2.08M | 0.01% | 330 |
|
|
2023
Q1 | $0 | Buy |
11,663
+3,994
| +52% | – | ﹤0.01% | 646 |
|
|
2022
Q4 | $1.04M | Buy |
+7,669
| New | +$1.04M | 0.02% | 277 |
|
|
2022
Q3 | – | Sell |
-4,289
| Closed | -$722K | – | 379 |
|
|
2022
Q2 | $722K | Buy |
4,289
+4
| +0.1% | +$673 | 0.02% | 308 |
|
|
2022
Q1 | $791K | Buy |
4,285
+25
| +0.6% | +$4.62K | 0.02% | 301 |
|
|
2021
Q4 | $889K | Buy |
4,260
+111
| +3% | +$23.2K | 0.02% | 272 |
|
|
2021
Q3 | $719K | Sell |
4,149
-68
| -2% | -$11.8K | 0.02% | 276 |
|
|
2021
Q2 | $823K | Buy |
4,217
+683
| +19% | +$133K | 0.02% | 268 |
|
|
2021
Q1 | $608K | Buy |
3,534
+731
| +26% | +$126K | 0.02% | 289 |
|
|
2020
Q4 | $446K | Buy |
2,803
+569
| +25% | +$90.5K | 0.02% | 285 |
|
|
2020
Q3 | $372K | Buy |
+2,234
| New | +$372K | 0.02% | 265 |
|
|
2020
Q2 | – | Sell |
-2,618
| Closed | -$378K | – | 287 |
|
|
2020
Q1 | $378K | Sell |
2,618
-2,176
| -45% | -$314K | 0.02% | 286 |
|
|
2019
Q4 | $681K | Buy |
+4,794
| New | +$681K | 0.03% | 234 |
|