LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Hold |
1,370
| – | – | ﹤0.01% | 318 |
|
|
2025
Q1 | $140K | Hold |
1,370
| – | – | ﹤0.01% | 304 |
|
|
2024
Q4 | $127K | Hold |
1,370
| – | – | ﹤0.01% | 325 |
|
|
2024
Q3 | $153K | Hold |
1,370
| – | – | ﹤0.01% | 305 |
|
|
2024
Q2 | $142K | Hold |
1,370
| – | – | ﹤0.01% | 303 |
|
|
2024
Q1 | $130K | Hold |
1,370
| – | – | ﹤0.01% | 309 |
|
|
2023
Q4 | $148K | Sell |
1,370
-28
| -2% | -$3.03K | ﹤0.01% | 306 |
|
|
2023
Q3 | $136K | Hold |
1,398
| – | – | ﹤0.01% | 318 |
|
|
2023
Q2 | $159K | Sell |
1,398
-40
| -3% | -$4.56K | ﹤0.01% | 313 |
|
|
2023
Q1 | $192K | Sell |
1,438
-980
| -41% | -$131K | ﹤0.01% | 281 |
|
|
2022
Q4 | $328K | Hold |
2,418
| – | – | ﹤0.01% | 236 |
|
|
2022
Q3 | $350K | Sell |
2,418
-28
| -1% | -$4.05K | ﹤0.01% | 228 |
|
|
2022
Q2 | $412K | Sell |
2,446
-1,057
| -30% | -$178K | 0.01% | 223 |
|
|
2022
Q1 | $647K | Sell |
3,503
-1,824
| -34% | -$337K | 0.01% | 194 |
|
|
2021
Q4 | $1.11M | Buy |
5,327
+625
| +13% | +$130K | 0.01% | 164 |
|
|
2021
Q3 | $815K | Sell |
4,702
-3
| -0.1% | -$520 | 0.01% | 184 |
|
|
2021
Q2 | $918K | Buy |
4,705
+2,014
| +75% | +$393K | 0.01% | 178 |
|
|
2021
Q1 | $463K | Buy |
2,691
+908
| +51% | +$156K | 0.01% | 217 |
|
|
2020
Q4 | $284K | Hold |
1,783
| – | – | ﹤0.01% | 253 |
|
|
2020
Q3 | $297K | Buy |
1,783
+56
| +3% | +$9.33K | ﹤0.01% | 232 |
|
|
2020
Q2 | $289K | Buy |
1,727
+20
| +1% | +$3.35K | ﹤0.01% | 219 |
|
|
2020
Q1 | $246K | Hold |
1,707
| – | – | ﹤0.01% | 223 |
|
|
2019
Q4 | $243K | Hold |
1,707
| – | – | ﹤0.01% | 255 |
|
|
2019
Q3 | $237K | Buy |
1,707
+1,400
| +456% | +$194K | ﹤0.01% | 249 |
|
|
2019
Q2 | $40K | Hold |
307
| – | – | ﹤0.01% | 421 |
|
|
2019
Q1 | $39K | Hold |
307
| – | – | ﹤0.01% | 423 |
|
|
2018
Q4 | $33K | Buy |
307
+250
| +439% | +$26.9K | ﹤0.01% | 456 |
|
|
2018
Q3 | $6K | Hold |
57
| – | – | ﹤0.01% | 556 |
|
|
2018
Q2 | $6K | Hold |
57
| – | – | ﹤0.01% | 572 |
|
|
2018
Q1 | $6K | Hold |
57
| – | – | ﹤0.01% | 609 |
|
|
2017
Q4 | $6K | Hold |
57
| – | – | ﹤0.01% | 597 |
|
|
2017
Q3 | $6K | Buy |
+57
| New | +$6K | ﹤0.01% | 580 |
|
|
2014
Q2 | – | Sell |
-31
| Closed | -$2K | – | 619 |
|
|
2014
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 607 |
|