JWM
Jupiter Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Hold |
16,000
| – | – | 0.82% | 29 |
|
|
2025
Q1 | $1.65M | Hold |
16,000
| – | – | 1% | 25 |
|
|
2024
Q4 | $1.45M | Hold |
16,000
| – | – | 0.73% | 33 |
|
|
2024
Q3 | $1.9M | Hold |
16,000
| – | – | 0.97% | 31 |
|
|
2024
Q2 | $1.76M | Hold |
16,000
| – | – | 0.93% | 32 |
|
|
2024
Q1 | $1.56M | Hold |
16,000
| – | – | 0.82% | 32 |
|
|
2023
Q4 | $1.84M | Hold |
16,000
| – | – | 1.08% | 25 |
|
|
2023
Q3 | $1.53M | Hold |
16,000
| – | – | 0.99% | 27 |
|
|
2023
Q2 | $1.82M | Hold |
16,000
| – | – | 1.57% | 17 |
|
|
2023
Q1 | $2.14M | Hold |
16,000
| – | – | 1.97% | 18 |
|
|
2022
Q4 | $2.17M | Hold |
16,000
| – | – | 2.1% | 18 |
|
|
2022
Q3 | $2.31M | Hold |
16,000
| – | – | 2.32% | 15 |
|
|
2022
Q2 | $2.69M | Hold |
16,000
| – | – | 2.45% | 15 |
|
|
2022
Q1 | $2.95M | Sell |
16,000
-2,000
| -11% | -$369K | 1.85% | 19 |
|
|
2021
Q4 | $3.76M | Sell |
18,000
-1,000
| -5% | -$209K | 1.95% | 18 |
|
|
2021
Q3 | $3.43M | Hold |
19,000
| – | – | 1.62% | 21 |
|
|
2021
Q2 | $3.7M | Sell |
19,000
-1,100
| -5% | -$214K | 1.77% | 18 |
|
|
2021
Q1 | $3.78M | Sell |
20,100
-1,000
| -5% | -$188K | 1.91% | 18 |
|
|
2020
Q4 | $3.36M | Hold |
21,100
| – | – | 2.06% | 18 |
|
|
2020
Q3 | $3.51M | Sell |
21,100
-1,420
| -6% | -$236K | 2.48% | 17 |
|
|
2020
Q2 | $3.83M | Buy |
22,520
+2,320
| +11% | +$395K | 1.92% | 23 |
|
|
2020
Q1 | $3.16M | Buy |
20,200
+1,045
| +5% | +$163K | 1.84% | 24 |
|
|
2019
Q4 | $2.72M | Hold |
19,155
| – | – | 1.32% | 28 |
|
|
2019
Q3 | $2.66M | Hold |
19,155
| – | – | 1.42% | 27 |
|
|
2019
Q2 | $2.52M | Hold |
19,155
| – | – | 1.25% | 30 |
|
|
2019
Q1 | $2.35M | Buy |
+19,155
| New | +$2.35M | 1.13% | 31 |
|