KMG Fiduciary Partners’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 | $2.2M | Buy |
21,380
+525
| +3% | +$53.9K | 0.16% | 127 |
|
|
2025
Q1 | $2.17M | Buy |
20,855
+2,086
| +11% | +$217K | 0.18% | 124 |
|
|
2024
Q4 | $1.7M | Buy |
18,769
+2,171
| +13% | +$197K | 0.14% | 138 |
|
|
2024
Q3 | $1.97M | Buy |
16,598
+510
| +3% | +$60.5K | 0.17% | 125 |
|
|
2024
Q2 | $1.57M | Buy |
16,088
+1,002
| +7% | +$97.9K | 0.15% | 116 |
|
|
2024
Q1 | $1.6M | Buy |
15,086
+456
| +3% | +$48.3K | 0.17% | 112 |
|
|
2023
Q4 | $1.69M | Buy |
+14,630
| New | +$1.69M | 0.2% | 109 |
|