Linscomb Wealth’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 | $5.97M | Buy |
58,122
+1,563
| +3% | +$161K | 0.27% | 86 |
|
|
2025
Q1 | $5.9M | Buy |
56,559
+2,577
| +5% | +$269K | 0.29% | 84 |
|
|
2024
Q4 | $4.9M | Sell |
53,982
-623
| -1% | -$56.5K | 0.24% | 92 |
|
|
2024
Q3 | $6.48M | Buy |
54,605
+338
| +0.6% | +$40.1K | 0.32% | 75 |
|
|
2024
Q2 | $5.3M | Buy |
54,267
+566
| +1% | +$55.3K | 0.27% | 84 |
|
|
2024
Q1 | $5.68M | Buy |
53,701
+1,178
| +2% | +$125K | 0.29% | 81 |
|
|
2023
Q4 | $6.05M | Sell |
52,523
-1,297
| -2% | -$149K | 0.33% | 73 |
|
|
2023
Q3 | $4.95M | Sell |
53,820
-1,290
| -2% | -$119K | 0.29% | 79 |
|
|
2023
Q2 | $6.28M | Sell |
55,110
-1,823
| -3% | -$208K | 0.34% | 73 |
|
|
2023
Q1 | $7.62M | Buy |
56,933
+1,747
| +3% | +$234K | 0.4% | 63 |
|
|
2022
Q4 | $7.49M | Buy |
55,186
+269
| +0.5% | +$36.5K | 0.38% | 63 |
|
|
2022
Q3 | $7.94M | Buy |
54,917
+953
| +2% | +$138K | 0.48% | 54 |
|
|
2022
Q2 | $9.09M | Sell |
53,964
-5,214
| -9% | -$878K | 0.52% | 48 |
|
|
2022
Q1 | $10.9M | Buy |
59,178
+9,431
| +19% | +$1.74M | 0.52% | 44 |
|
|
2021
Q4 | $10.4M | Buy |
49,747
+478
| +1% | +$99.8K | 0.5% | 48 |
|
|
2021
Q3 | $8.54M | Sell |
49,269
-407
| -0.8% | -$70.5K | 0.44% | 58 |
|
|
2021
Q2 | $9.69M | Sell |
49,676
-4,389
| -8% | -$856K | 0.5% | 49 |
|
|
2021
Q1 | $9.31M | Buy |
54,065
+7,819
| +17% | +$1.35M | 0.51% | 47 |
|
|
2020
Q4 | $7.36M | Buy |
46,246
+1,318
| +3% | +$210K | 0.44% | 58 |
|
|
2020
Q3 | $7.48M | Buy |
44,928
+931
| +2% | +$155K | 0.52% | 48 |
|
|
2020
Q2 | $7.36M | Sell |
43,997
-1,432
| -3% | -$240K | 0.54% | 44 |
|
|
2020
Q1 | $6.56M | Buy |
45,429
+7,563
| +20% | +$1.09M | 0.58% | 26 |
|
|
2019
Q4 | $5.38M | Sell |
37,866
-592
| -2% | -$84.2K | 0.35% | 50 |
|
|
2019
Q3 | $5.35M | Buy |
38,458
+2,065
| +6% | +$287K | 0.43% | 41 |
|
|
2019
Q2 | $4.74M | Sell |
36,393
-4,193
| -10% | -$547K | 0.39% | 47 |
|
|
2019
Q1 | $5.2M | Buy |
40,586
+3,739
| +10% | +$479K | 0.44% | 39 |
|
|
2018
Q4 | $4M | Buy |
36,847
+695
| +2% | +$75.5K | 0.38% | 45 |
|
|
2018
Q3 | $4.03M | Buy |
36,152
+100
| +0.3% | +$11.1K | 0.33% | 55 |
|
|
2018
Q2 | $3.89M | Buy |
36,052
+1,405
| +4% | +$151K | 0.33% | 53 |
|
|
2018
Q1 | $3.8M | Buy |
34,647
+1,771
| +5% | +$194K | 0.32% | 52 |
|
|
2017
Q4 | $3.65M | Buy |
32,876
+1,331
| +4% | +$148K | 0.3% | 60 |
|
|
2017
Q3 | $3.15M | Buy |
31,545
+1,104
| +4% | +$110K | 0.27% | 65 |
|
|
2017
Q2 | $3.05M | Buy |
30,441
+1,979
| +7% | +$198K | 0.27% | 66 |
|
|
2017
Q1 | $2.69M | Buy |
+28,462
| New | +$2.69M | 0.24% | 70 |
|
|
2016
Q1 | – | Sell |
-5,082
| Closed | -$439K | – | 255 |
|
|
2015
Q4 | $439K | Sell |
5,082
-120
| -2% | -$10.4K | 0.05% | 170 |
|
|
2015
Q3 | $410K | Hold |
5,202
| – | – | 0.05% | 183 |
|
|
2015
Q2 | $418K | Sell |
5,202
-2,000
| -28% | -$161K | 0.05% | 184 |
|
|
2015
Q1 | $594K | Buy |
+7,202
| New | +$594K | 0.06% | 157 |
|
|
2014
Q2 | – | Sell |
-8,860
| Closed | -$654K | – | 276 |
|
|
2014
Q1 | $654K | Buy |
+8,860
| New | +$654K | 0.07% | 139 |
|