LWANC
Laurel Wealth Advisors (North Carolina)’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.39M | Buy |
553,202
+547,817
| +10,173% | +$5.33M | 0.08% | 137 |
|
|
2025
Q1 | $561K | Hold |
5,385
| – | – | 0.09% | 128 |
|
|
2024
Q4 | $489K | Hold |
5,385
| – | – | 0.08% | 127 |
|
|
2024
Q3 | $639K | Hold |
5,385
| – | – | 0.1% | 120 |
|
|
2024
Q2 | $526K | Sell |
5,385
-16
| -0.3% | -$1.56K | 0.09% | 125 |
|
|
2024
Q1 | $572K | Buy |
5,401
+16
| +0.3% | +$1.69K | 0.1% | 122 |
|
|
2023
Q4 | $620K | Hold |
5,385
| – | – | 0.12% | 117 |
|
|
2023
Q3 | $496K | Hold |
5,385
| – | – | 0.1% | 120 |
|
|
2023
Q2 | $614K | Hold |
5,385
| – | – | 0.12% | 113 |
|
|
2023
Q1 | $721K | Hold |
5,385
| – | – | 0.15% | 107 |
|
|
2022
Q4 | $730K | Hold |
5,385
| – | – | 0.17% | 102 |
|
|
2022
Q3 | $778K | Hold |
5,385
| – | – | 0.19% | 93 |
|
|
2022
Q2 | $907K | Hold |
5,385
| – | – | 0.22% | 88 |
|
|
2022
Q1 | $994K | Hold |
5,385
| – | – | 0.21% | 90 |
|
|
2021
Q4 | $1.12M | Hold |
5,385
| – | – | 0.23% | 88 |
|
|
2021
Q3 | $933K | Hold |
5,385
| – | – | 0.21% | 90 |
|
|
2021
Q2 | $1.05M | Hold |
5,385
| – | – | 0.23% | 88 |
|
|
2021
Q1 | $927K | Sell |
5,385
-4,043
| -43% | -$696K | 0.22% | 87 |
|
|
2020
Q4 | $1.5M | Buy |
9,428
+4,078
| +76% | +$649K | 0.39% | 66 |
|
|
2020
Q3 | $891K | Hold |
5,350
| – | – | 0.27% | 78 |
|
|
2020
Q2 | $895K | Hold |
5,350
| – | – | 0.29% | 75 |
|
|
2020
Q1 | $773K | Hold |
5,350
| – | – | 0.29% | 77 |
|
|
2019
Q4 | $761K | Hold |
5,350
| – | – | 0.24% | 80 |
|
|
2019
Q3 | $744K | Hold |
5,350
| – | – | 0.25% | 78 |
|
|
2019
Q2 | $697K | Hold |
5,350
| – | – | 0.25% | 88 |
|
|
2019
Q1 | $685K | Hold |
5,350
| – | – | 0.25% | 84 |
|
|
2018
Q4 | $581K | Buy |
+5,350
| New | +$581K | 0.23% | 87 |
|