J.P. Morgan Private Wealth Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $46.4M | Sell |
504,532
-609,749
| -55% | -$56.1M | 0.13% | 171 |
|
|
2023
Q2 | $127M | Sell |
1,114,281
-122,852
| -10% | -$14M | 0.66% | 36 |
|
|
2023
Q1 | $166M | Buy |
1,237,133
+192,376
| +18% | +$25.7M | 0.35% | 71 |
|
|
2022
Q4 | $142M | Buy |
1,044,757
+35,091
| +3% | +$4.76M | 0.32% | 77 |
|
|
2022
Q3 | $146M | Buy |
1,009,666
+24,348
| +2% | +$3.52M | 0.38% | 70 |
|
|
2022
Q2 | $166M | Buy |
985,318
+44,395
| +5% | +$7.48M | 0.42% | 64 |
|
|
2022
Q1 | $174M | Buy |
940,923
+74,469
| +9% | +$13.7M | 0.38% | 65 |
|
|
2021
Q4 | $181M | Buy |
866,454
+98,097
| +13% | +$20.5M | 0.39% | 65 |
|
|
2021
Q3 | $133M | Buy |
768,357
+31,564
| +4% | +$5.47M | 0.33% | 73 |
|
|
2021
Q2 | $144M | Buy |
736,793
+140,032
| +23% | +$27.3M | 0.37% | 61 |
|
|
2021
Q1 | $103M | Sell |
596,761
-114,111
| -16% | -$19.6M | 0.33% | 69 |
|
|
2020
Q4 | $113M | Buy |
710,872
+2,077
| +0.3% | +$331K | 0.37% | 67 |
|
|
2020
Q3 | $118M | Buy |
708,795
+114,643
| +19% | +$19.1M | 0.46% | 56 |
|
|
2020
Q2 | $99.4M | Buy |
594,152
+57,963
| +11% | +$9.7M | 0.45% | 59 |
|
|
2020
Q1 | $77.4M | Buy |
536,189
+27,485
| +5% | +$3.97M | 0.44% | 59 |
|
|
2019
Q4 | $72.3M | Buy |
508,704
+53,851
| +12% | +$7.65M | 0.33% | 79 |
|
|
2019
Q3 | $63.2M | Buy |
454,853
+44,234
| +11% | +$6.15M | 0.33% | 77 |
|
|
2019
Q2 | $53.5M | Buy |
410,619
+8,494
| +2% | +$1.11M | 0.29% | 87 |
|
|
2019
Q1 | $51.5M | Buy |
402,125
+63,385
| +19% | +$8.11M | 0.27% | 95 |
|
|
2018
Q4 | $36.8M | Buy |
338,740
+54,184
| +19% | +$5.89M | 0.22% | 110 |
|
|
2018
Q3 | $31.7M | Buy |
284,556
+29,130
| +11% | +$3.24M | 0.15% | 151 |
|
|
2018
Q2 | $27.5M | Buy |
255,426
+252,362
| +8,236% | +$27.2M | 0.15% | 146 |
|
|
2018
Q1 | $335K | Buy |
3,064
+760
| +33% | +$83.1K | ﹤0.01% | 1008 |
|
|
2017
Q4 | $256K | Sell |
2,304
-474
| -17% | -$52.7K | ﹤0.01% | 1103 |
|
|
2017
Q3 | $278K | Sell |
2,778
-36,740
| -93% | -$3.68M | ﹤0.01% | 1041 |
|
|
2017
Q2 | $3.96M | Buy |
39,518
+3,794
| +11% | +$380K | 0.03% | 343 |
|
|
2017
Q1 | $3.37M | Buy |
35,724
+7,395
| +26% | +$698K | 0.03% | 372 |
|
|
2016
Q4 | $2.46M | Buy |
28,329
+745
| +3% | +$64.7K | 0.02% | 403 |
|
|
2016
Q3 | $2.6M | Buy |
27,584
+1,037
| +4% | +$97.7K | 0.02% | 383 |
|
|
2016
Q2 | $2.69M | Buy |
26,547
+1,434
| +6% | +$145K | 0.03% | 377 |
|
|
2016
Q1 | $2.17M | Buy |
25,113
+3,391
| +16% | +$293K | 0.02% | 386 |
|
|
2015
Q4 | $1.88M | Buy |
21,722
+7,528
| +53% | +$651K | 0.02% | 384 |
|
|
2015
Q3 | $1.12M | Sell |
14,194
-765
| -5% | -$60.3K | 0.01% | 446 |
|
|
2015
Q2 | $1.2M | Buy |
14,959
+6,160
| +70% | +$495K | 0.01% | 465 |
|
|
2015
Q1 | $726K | Buy |
+8,799
| New | +$726K | 0.01% | 611 |
|