Gerber Kawasaki Wealth & Investment Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,626
| Closed | -$334K | – | 268 |
|
|
2023
Q3 | $334K | Sell |
3,626
-7,902
| -69% | -$727K | 0.02% | 188 |
|
|
2023
Q2 | $1.31M | Sell |
11,528
-27,091
| -70% | -$3.09M | 0.09% | 115 |
|
|
2023
Q1 | $5.17M | Sell |
38,619
-6,637
| -15% | -$888K | 0.41% | 54 |
|
|
2022
Q4 | $6.14M | Sell |
45,256
-644
| -1% | -$87.4K | 0.54% | 49 |
|
|
2022
Q3 | $6.63M | Sell |
45,900
-33
| -0.1% | -$4.77K | 0.62% | 43 |
|
|
2022
Q2 | $7.73M | Sell |
45,933
-139
| -0.3% | -$23.4K | 0.73% | 38 |
|
|
2022
Q1 | $8.5M | Sell |
46,072
-3,791
| -8% | -$700K | 0.69% | 35 |
|
|
2021
Q4 | $10.4M | Sell |
49,863
-5,478
| -10% | -$1.14M | 0.83% | 34 |
|
|
2021
Q3 | $9.59M | Buy |
55,341
+3,509
| +7% | +$608K | 1.24% | 21 |
|
|
2021
Q2 | $10.1M | Buy |
51,832
+2,619
| +5% | +$511K | 1.03% | 30 |
|
|
2021
Q1 | $8.47M | Sell |
49,213
-254
| -0.5% | -$43.7K | 1.02% | 30 |
|
|
2020
Q4 | $7.87M | Buy |
49,467
+457
| +0.9% | +$72.7K | 1.09% | 29 |
|
|
2020
Q3 | $8.16M | Buy |
49,010
+1,517
| +3% | +$253K | 1.74% | 18 |
|
|
2020
Q2 | $7.95M | Sell |
47,493
-983
| -2% | -$164K | 1.76% | 17 |
|
|
2020
Q1 | $7M | Buy |
48,476
+5,174
| +12% | +$747K | 1.99% | 14 |
|
|
2019
Q4 | $6.15M | Buy |
43,302
+1,815
| +4% | +$258K | 1.55% | 20 |
|
|
2019
Q3 | $5.77M | Sell |
41,487
-179
| -0.4% | -$24.9K | 1.65% | 20 |
|
|
2019
Q2 | $5.43M | Buy |
41,666
+1,403
| +3% | +$183K | 1.58% | 22 |
|
|
2019
Q1 | $5.15M | Buy |
40,263
+3,601
| +10% | +$461K | 1.53% | 23 |
|
|
2018
Q4 | $3.98M | Buy |
36,662
+13,926
| +61% | +$1.51M | 1.4% | 26 |
|
|
2018
Q3 | $2.51M | Buy |
22,736
+10,216
| +82% | +$1.13M | 0.68% | 33 |
|
|
2018
Q2 | $1.35M | Buy |
12,520
+9,004
| +256% | +$974K | 0.41% | 43 |
|
|
2018
Q1 | $385K | Buy |
3,516
+755
| +27% | +$82.7K | 0.12% | 70 |
|
|
2017
Q4 | $306K | Buy |
2,761
+125
| +5% | +$13.9K | 0.11% | 87 |
|
|
2017
Q3 | $269K | Sell |
2,636
-5
| -0.2% | -$510 | 0.1% | 94 |
|
|
2017
Q2 | $261K | Hold |
2,641
| – | – | 0.1% | 103 |
|
|
2017
Q1 | $247K | Hold |
2,641
| – | – | 0.11% | 103 |
|
|
2016
Q4 | $229K | Sell |
2,641
-703
| -21% | -$61K | 0.12% | 90 |
|
|
2016
Q3 | $315K | Buy |
3,344
+884
| +36% | +$83.3K | 0.18% | 79 |
|
|
2016
Q2 | $249K | Buy |
+2,460
| New | +$249K | 0.16% | 78 |
|