Icon Wealth 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
$128K Sell
1,242
-3
-0.2% -$308 0.01% 457
2025
Q1
$130K Sell
1,245
-835
-40% -$87K 0.01% 432
2024
Q4
$189K Buy
+2,080
New +$189K 0.02% 379
2022
Q4
$3.79M Buy
27,936
+27
+0.1% +$3.66K 0.44% 61
2022
Q3
$4.03M Buy
+27,909
New +$4.03M 0.49% 50