Kovitz Investment Group 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
$882K Sell
8,584
-21,680
-72% -$2.23M ﹤0.01% 825
2025
Q1
$3.15M Buy
30,264
+20,961
+225% +$2.18M 0.02% 488
2024
Q4
$845K Buy
9,303
+2,204
+31% +$200K ﹤0.01% 752
2024
Q3
$842K Sell
7,099
-418
-6% -$49.6K 0.01% 663
2024
Q2
$734K Sell
7,517
-5,318
-41% -$520K 0.01% 601
2024
Q1
$1.36M Buy
+12,835
New +$1.36M 0.02% 355