KMWM
Keudell/Morrison Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Buy |
7,009
+462
| +7% | +$47.5K | 0.16% | 88 |
|
|
2025
Q1 | $682K | Buy |
6,547
+419
| +7% | +$43.7K | 0.16% | 88 |
|
|
2024
Q4 | $556K | Buy |
6,128
+836
| +16% | +$75.9K | 0.15% | 100 |
|
|
2024
Q3 | $628K | Sell |
5,292
-55
| -1% | -$6.52K | 0.17% | 97 |
|
|
2024
Q2 | $522K | Sell |
5,347
-430
| -7% | -$42K | 0.15% | 107 |
|
|
2024
Q1 | $611K | Buy |
5,777
+526
| +10% | +$55.7K | 0.19% | 95 |
|
|
2023
Q4 | $605K | Buy |
5,251
+1,027
| +24% | +$118K | 0.2% | 91 |
|
|
2023
Q3 | $389K | Buy |
4,224
+411
| +11% | +$37.8K | 0.12% | 117 |
|
|
2023
Q2 | $434K | Buy |
3,813
+195
| +5% | +$22.2K | 0.13% | 109 |
|
|
2023
Q1 | $484K | Sell |
3,618
-324
| -8% | -$43.4K | 0.14% | 101 |
|
|
2022
Q4 | $535K | Buy |
3,942
+892
| +29% | +$121K | 0.17% | 94 |
|
|
2022
Q3 | $441K | Buy |
3,050
+281
| +10% | +$40.6K | 0.17% | 93 |
|
|
2022
Q2 | $466K | Buy |
2,769
+26
| +0.9% | +$4.38K | 0.17% | 99 |
|
|
2022
Q1 | $506K | Buy |
2,743
+391
| +17% | +$72.1K | 0.21% | 96 |
|
|
2021
Q4 | $491K | Buy |
2,352
+513
| +28% | +$107K | 0.19% | 103 |
|
|
2021
Q3 | $319K | Sell |
1,839
-10
| -0.5% | -$1.74K | 0.14% | 132 |
|
|
2021
Q2 | $361K | Sell |
1,849
-476
| -20% | -$92.9K | 0.2% | 122 |
|
|
2021
Q1 | $400K | Buy |
2,325
+967
| +71% | +$166K | 0.23% | 108 |
|
|
2020
Q4 | $216K | Buy |
+1,358
| New | +$216K | 0.14% | 150 |
|
|
2020
Q2 | – | Sell |
-2,787
| Closed | -$402K | – | 142 |
|
|
2020
Q1 | $402K | Sell |
2,787
-346
| -11% | -$49.9K | 0.39% | 86 |
|
|
2019
Q4 | $445K | Sell |
3,133
-40
| -1% | -$5.68K | 0.31% | 89 |
|
|
2019
Q3 | $441K | Sell |
3,173
-1,430
| -31% | -$199K | 0.36% | 83 |
|
|
2019
Q2 | $636K | Sell |
4,603
-2,427
| -35% | -$335K | 0.56% | 63 |
|
|
2019
Q1 | $900K | Buy |
+7,030
| New | +$900K | 0.79% | 44 |
|