IWC
Integrated Wealth Concepts’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Sell |
5,821
-1,314
| -18% | -$135K | 0.01% | 1170 |
|
|
2025
Q1 | $744K | Buy |
7,135
+204
| +3% | +$21.3K | 0.01% | 961 |
|
|
2024
Q4 | $629K | Buy |
6,931
+473
| +7% | +$42.9K | 0.01% | 1024 |
|
|
2024
Q3 | $766K | Buy |
6,458
+555
| +9% | +$65.8K | 0.01% | 912 |
|
|
2024
Q2 | $577K | Sell |
5,903
-922
| -14% | -$90.1K | 0.01% | 984 |
|
|
2024
Q1 | $722K | Buy |
6,825
+49
| +0.7% | +$5.19K | 0.01% | 890 |
|
|
2023
Q4 | $780K | Sell |
6,776
-1,363
| -17% | -$157K | 0.01% | 816 |
|
|
2023
Q3 | $749K | Sell |
8,139
-445
| -5% | -$41K | 0.01% | 811 |
|
|
2023
Q2 | $978K | Buy |
8,584
+1,085
| +14% | +$124K | 0.02% | 691 |
|
|
2023
Q1 | $1M | Buy |
7,499
+1,247
| +20% | +$167K | 0.02% | 618 |
|
|
2022
Q4 | $848K | Buy |
6,252
+148
| +2% | +$20.1K | 0.02% | 509 |
|
|
2022
Q3 | $882K | Sell |
6,104
-206
| -3% | -$29.8K | 0.03% | 453 |
|
|
2022
Q2 | $1.06M | Buy |
6,310
+968
| +18% | +$163K | 0.03% | 415 |
|
|
2022
Q1 | $986K | Buy |
5,342
+1,014
| +23% | +$187K | 0.03% | 396 |
|
|
2021
Q4 | $903K | Sell |
4,328
-29
| -0.7% | -$6.05K | 0.03% | 459 |
|
|
2021
Q3 | $755K | Buy |
4,357
+871
| +25% | +$151K | 0.02% | 474 |
|
|
2021
Q2 | $680K | Sell |
3,486
-149
| -4% | -$29.1K | 0.02% | 455 |
|
|
2021
Q1 | $626K | Sell |
3,635
-609
| -14% | -$105K | 0.03% | 420 |
|
|
2020
Q4 | $676K | Buy |
4,244
+64
| +2% | +$10.2K | 0.03% | 340 |
|
|
2020
Q3 | $696K | Buy |
4,180
+300
| +8% | +$50K | 0.04% | 280 |
|
|
2020
Q2 | $649K | Sell |
3,880
-193
| -5% | -$32.3K | 0.05% | 239 |
|
|
2020
Q1 | $588K | Sell |
4,073
-123
| -3% | -$17.8K | 0.05% | 203 |
|
|
2019
Q4 | $596K | Buy |
4,196
+1,693
| +68% | +$240K | 0.05% | 239 |
|
|
2019
Q3 | $348K | Sell |
2,503
-688
| -22% | -$95.7K | 0.04% | 277 |
|
|
2019
Q2 | $416K | Sell |
3,191
-548
| -15% | -$71.4K | 0.05% | 211 |
|
|
2019
Q1 | $479K | Buy |
3,739
+434
| +13% | +$55.6K | 0.08% | 172 |
|
|
2018
Q4 | $359K | Buy |
3,305
+42
| +1% | +$4.56K | 0.1% | 162 |
|
|
2018
Q3 | $360K | Sell |
3,263
-418
| -11% | -$46.1K | 0.11% | 151 |
|
|
2018
Q2 | $398K | Buy |
3,681
+173
| +5% | +$18.7K | 0.14% | 134 |
|
|
2018
Q1 | $382K | Buy |
3,508
+103
| +3% | +$11.2K | 0.15% | 123 |
|
|
2017
Q4 | $369K | Buy |
+3,405
| New | +$369K | 0.16% | 114 |
|