Herold Advisors’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 | $798K | Buy |
7,766
+289
| +4% | +$29.7K | 0.17% | 137 |
|
|
2025
Q1 | $779K | Buy |
7,477
+1,722
| +30% | +$180K | 0.17% | 139 |
|
|
2024
Q4 | $522K | Buy |
5,755
+711
| +14% | +$64.5K | 0.11% | 182 |
|
|
2024
Q3 | $598K | Buy |
5,044
+579
| +13% | +$68.7K | 0.13% | 172 |
|
|
2024
Q2 | $436K | Buy |
4,465
+1,004
| +29% | +$98.1K | 0.1% | 194 |
|
|
2024
Q1 | $366K | Sell |
3,461
-272
| -7% | -$28.8K | 0.09% | 202 |
|
|
2023
Q4 | $430K | Sell |
3,733
-547
| -13% | -$63K | 0.12% | 174 |
|
|
2023
Q3 | $394K | Buy |
4,280
+1,104
| +35% | +$102K | 0.12% | 179 |
|
|
2023
Q2 | $362K | Sell |
3,176
-172
| -5% | -$19.6K | 0.11% | 183 |
|
|
2023
Q1 | $448K | Buy |
3,348
+177
| +6% | +$23.7K | 0.15% | 150 |
|
|
2022
Q4 | $430K | Buy |
3,171
+453
| +17% | +$61.4K | 0.18% | 129 |
|
|
2022
Q3 | $392K | Buy |
2,718
+2
| +0.1% | +$288 | 0.19% | 127 |
|
|
2022
Q2 | $457K | Buy |
2,716
+52
| +2% | +$8.75K | 0.2% | 120 |
|
|
2022
Q1 | $492K | Buy |
2,664
+2
| +0.1% | +$369 | 0.17% | 131 |
|
|
2021
Q4 | $555K | Sell |
2,662
-398
| -13% | -$83K | 0.22% | 118 |
|
|
2021
Q3 | $530K | Buy |
+3,060
| New | +$530K | 0.21% | 121 |
|