Everhart Financial Group’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
3,523
+578
| +20% | +$59.4K | 0.04% | 272 |
|
|
2025
Q1 | $307K | Buy |
+2,945
| New | +$307K | 0.04% | 274 |
|
|
2024
Q4 | – | Sell |
-2,765
| Closed | -$328K | – | 314 |
|
|
2024
Q3 | $328K | Buy |
2,765
+588
| +27% | +$69.8K | 0.07% | 247 |
|
|
2024
Q2 | $213K | Buy |
2,177
+251
| +13% | +$24.5K | 0.06% | 279 |
|
|
2024
Q1 | $204K | Buy |
+1,926
| New | +$204K | 0.06% | 263 |
|
|
2022
Q4 | – | Sell |
-1,484
| Closed | -$215K | – | 192 |
|
|
2022
Q3 | $215K | Buy |
1,484
+46
| +3% | +$6.66K | 0.12% | 174 |
|
|
2022
Q2 | $242K | Buy |
+1,438
| New | +$242K | 0.15% | 143 |
|