EP Wealth Advisors’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 | $1.42M | Buy |
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|
2025
Q1 | $698K | Sell |
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|
2024
Q4 | $629K | Sell |
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|
2024
Q3 | $902K | Sell |
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|
2024
Q2 | $748K | Sell |
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|
2024
Q1 | $822K | Sell |
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|
2023
Q4 | $952K | Sell |
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|
2023
Q3 | $823K | Buy |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $0 | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $722K | Buy |
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|
2022
Q1 | $791K | Buy |
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|
2021
Q4 | $889K | Buy |
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|
2021
Q3 | $719K | Sell |
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|
2021
Q2 | $823K | Buy |
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|
2021
Q1 | $608K | Buy |
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|
2020
Q4 | $446K | Buy |
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|
2020
Q3 | $372K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $378K | Sell |
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|
2019
Q4 | $681K | Buy |
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