Heritage Wealth Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Hold |
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|
2025
Q2 | – | Hold |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1K | Buy |
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|
2024
Q3 | $1.19K | Sell |
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|
2024
Q2 | $49.7K | Sell |
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|
2024
Q1 | $76.9K | Sell |
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|
2023
Q4 | $89.5K | Buy |
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|
2023
Q3 | $91 | Sell |
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|
2023
Q2 | $2.73K | Sell |
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|
2023
Q1 | $18.5K | Sell |
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|
2022
Q4 | $74.9K | Buy |
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|
2022
Q3 | $35.1K | Sell |
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|
2022
Q2 | $123K | Buy |
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|
2022
Q1 | $64K | Hold |
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|
2021
Q4 | $73K | Hold |
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|
2021
Q3 | $60.5K | Sell |
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|
2021
Q2 | $190K | Sell |
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|
2021
Q1 | $452K | Sell |
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|
2020
Q4 | $444K | Buy |
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|
2020
Q3 | $85.6K | Hold |
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|
2020
Q2 | $86K | Hold |
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|
2020
Q1 | $74.2K | Sell |
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|
2019
Q4 | $73.5K | Buy |
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|
2019
Q3 | $22K | Hold |
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|
2019
Q2 | $21.5K | Hold |
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|
2019
Q1 | $21.1K | Buy |
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