Geneos Wealth Management’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 | $197K | Sell |
1,917
-4,520
| -70% | -$464K | ﹤0.01% | 1004 |
|
|
2025
Q1 | $671K | Buy |
6,437
+4,135
| +180% | +$431K | 0.01% | 796 |
|
|
2024
Q4 | $209K | Buy |
2,302
+229
| +11% | +$20.8K | 0.01% | 817 |
|
|
2024
Q3 | $246K | Sell |
2,073
-264
| -11% | -$31.3K | 0.01% | 720 |
|
|
2024
Q2 | $228K | Buy |
2,337
+795
| +52% | +$77.7K | 0.01% | 673 |
|
|
2024
Q1 | $163K | Buy |
1,542
+472
| +44% | +$50K | 0.01% | 746 |
|
|
2023
Q4 | $123K | Sell |
1,070
-187
| -15% | -$21.5K | 0.01% | 781 |
|
|
2023
Q3 | $116K | Buy |
1,257
+230
| +22% | +$21.2K | 0.01% | 830 |
|
|
2023
Q2 | $117K | Sell |
1,027
-818
| -44% | -$93.2K | 0.01% | 834 |
|
|
2023
Q1 | $247K | Buy |
1,845
+44
| +2% | +$5.89K | 0.02% | 597 |
|
|
2022
Q4 | $244K | Buy |
1,801
+400
| +29% | +$54.3K | 0.01% | 588 |
|
|
2022
Q3 | $202K | Buy |
1,401
+140
| +11% | +$20.2K | 0.01% | 595 |
|
|
2022
Q2 | $217K | Buy |
1,261
+360
| +40% | +$62K | 0.01% | 721 |
|
|
2022
Q1 | $166K | Buy |
901
+18
| +2% | +$3.32K | 0.01% | 871 |
|
|
2021
Q4 | $184K | Buy |
883
+485
| +122% | +$101K | 0.01% | 906 |
|
|
2021
Q3 | $69K | Sell |
398
-10
| -2% | -$1.73K | ﹤0.01% | 1335 |
|
|
2021
Q2 | $80K | Buy |
408
+109
| +36% | +$21.4K | ﹤0.01% | 1251 |
|
|
2021
Q1 | $56K | Sell |
299
-273
| -48% | -$51.1K | ﹤0.01% | 1560 |
|
|
2020
Q4 | $99K | Sell |
572
-228
| -29% | -$39.5K | ﹤0.01% | 1149 |
|
|
2020
Q3 | $129K | Sell |
800
-41
| -5% | -$6.61K | 0.01% | 839 |
|
|
2020
Q2 | $135K | Sell |
841
-99
| -11% | -$15.9K | 0.01% | 789 |
|
|
2020
Q1 | $128K | Sell |
940
-54
| -5% | -$7.35K | 0.01% | 756 |
|
|
2019
Q4 | $140K | Sell |
994
-118
| -11% | -$16.6K | 0.01% | 819 |
|
|
2019
Q3 | $153K | Sell |
1,112
-156
| -12% | -$21.5K | 0.01% | 743 |
|
|
2019
Q2 | $165K | Sell |
1,268
-94
| -7% | -$12.2K | 0.01% | 729 |
|
|
2019
Q1 | $174K | Sell |
1,362
-15
| -1% | -$1.92K | 0.01% | 688 |
|
|
2018
Q4 | $148K | Sell |
1,377
-42
| -3% | -$4.51K | 0.01% | 696 |
|
|
2018
Q3 | $157K | Buy |
1,419
+264
| +23% | +$29.2K | 0.01% | 727 |
|
|
2018
Q2 | $124K | Hold |
1,155
| – | – | 0.01% | 712 |
|
|
2018
Q1 | $126K | Hold |
1,155
| – | – | 0.01% | 670 |
|
|
2017
Q4 | $128K | Hold |
1,155
| – | – | 0.01% | 667 |
|
|
2017
Q3 | $115K | Sell |
1,155
-829
| -42% | -$82.5K | 0.01% | 657 |
|
|
2017
Q2 | $198K | Sell |
1,984
-46
| -2% | -$4.59K | 0.02% | 499 |
|
|
2017
Q1 | $191K | Buy |
2,030
+125
| +7% | +$11.8K | 0.02% | 496 |
|
|
2016
Q4 | $165K | Buy |
1,905
+277
| +17% | +$24K | 0.02% | 500 |
|
|
2016
Q3 | $153K | Buy |
1,628
+178
| +12% | +$16.7K | 0.02% | 505 |
|
|
2016
Q2 | $146K | Hold |
1,450
| – | – | 0.02% | 508 |
|
|
2016
Q1 | $126K | Buy |
+1,450
| New | +$126K | 0.02% | 529 |
|