HM Payson & Co’s Crown Castle CCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$224K Hold
2,145
﹤0.01% 393
2024
Q4
$195K Sell
2,145
-44
-2% -$3.99K ﹤0.01% 422
2024
Q3
$260K Sell
2,189
-76
-3% -$9.02K ﹤0.01% 370
2024
Q2
$221K Buy
2,265
+6
+0.3% +$586 ﹤0.01% 380
2024
Q1
$239K Buy
2,259
+114
+5% +$12.1K ﹤0.01% 367
2023
Q4
$247K Sell
2,145
-153
-7% -$17.6K 0.01% 353
2023
Q3
$211K Buy
2,298
+88
+4% +$8.1K 0.01% 361
2023
Q2
$252K Sell
2,210
-135
-6% -$15.4K 0.01% 339
2023
Q1
$314K Sell
2,345
-61
-3% -$8.16K 0.01% 310
2022
Q4
$326K Buy
2,406
+868
+56% +$118K 0.01% 303
2022
Q3
$222K Buy
1,538
+6
+0.4% +$866 0.01% 347
2022
Q2
$258K Buy
1,532
+32
+2% +$5.39K 0.01% 332
2022
Q1
$277K Sell
1,500
-2,374
-61% -$438K 0.01% 348
2021
Q4
$809K Buy
3,874
+1,083
+39% +$226K 0.02% 231
2021
Q3
$484K Buy
2,791
+1,341
+92% +$233K 0.01% 279
2021
Q2
$283K Sell
1,450
-185
-11% -$36.1K 0.01% 343
2021
Q1
$281K Sell
1,635
-1,106
-40% -$190K 0.01% 341
2020
Q4
$436K Sell
2,741
-1,538
-36% -$245K 0.01% 279
2020
Q3
$712K Buy
4,279
+348
+9% +$57.9K 0.02% 221
2020
Q2
$658K Buy
3,931
+1,351
+52% +$226K 0.02% 217
2020
Q1
$372K Buy
2,580
+8
+0.3% +$1.15K 0.01% 243
2019
Q4
$366K Hold
2,572
0.01% 301
2019
Q3
$358K Buy
2,572
+413
+19% +$57.5K 0.01% 304
2019
Q2
$281K Buy
+2,159
New +$281K 0.01% 342