Global Wealth Management Investment Advisory’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 | $5.54M | Buy |
53,896
+4,077
| +8% | +$419K | 1.04% | 26 |
|
|
2025
Q1 | $5.19M | Buy |
49,819
+15,249
| +44% | +$1.59M | 1.04% | 27 |
|
|
2024
Q4 | $3.14M | Buy |
+34,570
| New | +$3.14M | 0.65% | 51 |
|
|
2024
Q1 | – | Sell |
-262
| Closed | -$30.2K | – | 187 |
|
|
2023
Q4 | $30.2K | Hold |
262
| – | – | 0.01% | 225 |
|
|
2023
Q3 | $24.1K | Hold |
262
| – | – | 0.01% | 235 |
|
|
2023
Q2 | $29.9K | Buy |
+262
| New | +$29.9K | 0.01% | 225 |
|
|
2022
Q3 | – | Sell |
-269
| Closed | -$45K | – | 194 |
|
|
2022
Q2 | $45K | Sell |
269
-4
| -1% | -$669 | 0.02% | 183 |
|
|
2022
Q1 | $50K | Sell |
273
-20
| -7% | -$3.66K | 0.01% | 193 |
|
|
2021
Q4 | $61K | Sell |
293
-636
| -68% | -$132K | 0.02% | 181 |
|
|
2021
Q3 | $161K | Sell |
929
-9,657
| -91% | -$1.67M | 0.05% | 149 |
|
|
2021
Q2 | $2.07M | Buy |
10,586
+186
| +2% | +$36.3K | 0.69% | 53 |
|
|
2021
Q1 | $1.79M | Buy |
10,400
+1,345
| +15% | +$231K | 0.65% | 53 |
|
|
2020
Q4 | $1.44M | Buy |
9,055
+248
| +3% | +$39.5K | 0.56% | 65 |
|
|
2020
Q3 | $1.47M | Buy |
8,807
+220
| +3% | +$36.6K | 0.63% | 58 |
|
|
2020
Q2 | $1.44M | Sell |
8,587
-339
| -4% | -$56.7K | 0.61% | 58 |
|
|
2020
Q1 | $1.29M | Sell |
8,926
-1,469
| -14% | -$212K | 0.65% | 58 |
|
|
2019
Q4 | $1.48M | Buy |
10,395
+300
| +3% | +$42.7K | 0.63% | 59 |
|
|
2019
Q3 | $1.4M | Buy |
10,095
+144
| +1% | +$20K | 0.64% | 59 |
|
|
2019
Q2 | $1.3M | Sell |
9,951
-5,625
| -36% | -$733K | 0.63% | 56 |
|
|
2019
Q1 | $1.99M | Sell |
15,576
-2,092
| -12% | -$268K | 1.04% | 35 |
|
|
2018
Q4 | $1.92M | Buy |
+17,668
| New | +$1.92M | 1.12% | 27 |
|