GeoWealth 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 | $1.47M | Buy |
14,266
+414
| +3% | +$42.5K | 0.06% | 192 |
|
|
2025
Q1 | $1.44M | Buy |
13,852
+747
| +6% | +$77.9K | 0.06% | 205 |
|
|
2024
Q4 | $1.19M | Buy |
13,105
+3,857
| +42% | +$350K | 0.04% | 268 |
|
|
2024
Q3 | $1.1M | Buy |
9,248
+961
| +12% | +$114K | 0.04% | 279 |
|
|
2024
Q2 | $810K | Buy |
8,287
+3,866
| +87% | +$378K | 0.04% | 312 |
|
|
2024
Q1 | $468K | Buy |
4,421
+27
| +0.6% | +$2.86K | 0.02% | 452 |
|
|
2023
Q4 | $506K | Buy |
+4,394
| New | +$506K | 0.04% | 333 |
|