Independent Solutions Wealth Management’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 | $642K | Sell |
6,246
-509
| -8% | -$52.3K | 0.13% | 116 |
|
|
2025
Q1 | $704K | Sell |
6,755
-444
| -6% | -$46.3K | 0.16% | 114 |
|
|
2024
Q4 | $653K | Hold |
7,199
| – | – | 0.14% | 119 |
|
|
2024
Q3 | $854K | Sell |
7,199
-395
| -5% | -$46.9K | 0.19% | 102 |
|
|
2024
Q2 | $742K | Sell |
7,594
-588
| -7% | -$57.4K | 0.17% | 108 |
|
|
2024
Q1 | $866K | Buy |
8,182
+69
| +0.9% | +$7.3K | 0.21% | 103 |
|
|
2023
Q4 | $935K | Sell |
8,113
-156
| -2% | -$18K | 0.24% | 100 |
|
|
2023
Q3 | $761K | Buy |
8,269
+107
| +1% | +$9.85K | 0.2% | 106 |
|
|
2023
Q2 | $930K | Buy |
8,162
+329
| +4% | +$37.5K | 0.23% | 96 |
|
|
2023
Q1 | $1.05M | Sell |
7,833
-337
| -4% | -$45.1K | 0.31% | 80 |
|
|
2022
Q4 | $1.11M | Sell |
8,170
-368
| -4% | -$49.9K | 0.34% | 71 |
|
|
2022
Q3 | $1.23M | Sell |
8,538
-30
| -0.4% | -$4.34K | 0.4% | 64 |
|
|
2022
Q2 | $1.44M | Sell |
8,568
-521
| -6% | -$87.7K | 0.45% | 60 |
|
|
2022
Q1 | $1.68M | Sell |
9,089
-430
| -5% | -$79.4K | 0.39% | 63 |
|
|
2021
Q4 | $1.99M | Buy |
9,519
+304
| +3% | +$63.5K | 0.47% | 54 |
|
|
2021
Q3 | $1.6M | Buy |
9,215
+286
| +3% | +$49.6K | 0.4% | 61 |
|
|
2021
Q2 | $1.74M | Sell |
8,929
-681
| -7% | -$133K | 0.42% | 57 |
|
|
2021
Q1 | $1.65M | Buy |
9,610
+2,618
| +37% | +$451K | 0.45% | 56 |
|
|
2020
Q4 | $1.11M | Buy |
6,992
+2,729
| +64% | +$434K | 0.35% | 64 |
|
|
2020
Q3 | $710K | Sell |
4,263
-332
| -7% | -$55.3K | 0.27% | 76 |
|
|
2020
Q2 | $769K | Buy |
4,595
+450
| +11% | +$75.3K | 0.33% | 61 |
|
|
2020
Q1 | $599K | Buy |
4,145
+137
| +3% | +$19.8K | 0.33% | 59 |
|
|
2019
Q4 | $570K | Buy |
+4,008
| New | +$570K | 0.25% | 80 |
|