Focus Partners Wealth’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
$2.03M Buy
19,759
+9,263
+88% +$952K ﹤0.01% 892
2025
Q1
$1.09M Sell
10,496
-5,380
-34% -$561K ﹤0.01% 1025
2024
Q4
$1.44M Sell
15,876
-39,343
-71% -$3.57M ﹤0.01% 945
2024
Q3
$6.55M Buy
55,219
+893
+2% +$106K 0.02% 494
2024
Q2
$5.31M Buy
54,326
+13,138
+32% +$1.28M 0.02% 490
2024
Q1
$4.36M Buy
41,188
+15,029
+57% +$1.59M 0.04% 345
2023
Q4
$3.01M Buy
+26,159
New +$3.01M 0.04% 299