Lyell Wealth Management’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 | $1.88M | Sell |
18,298
-2,393
| -12% | -$246K | 0.15% | 91 |
|
|
2025
Q1 | $2.16M | Sell |
20,691
-7,016
| -25% | -$731K | 0.2% | 88 |
|
|
2024
Q4 | $2.51M | Sell |
27,707
-12,634
| -31% | -$1.15M | 0.23% | 90 |
|
|
2024
Q3 | $4.79M | Buy |
40,341
+2,743
| +7% | +$325K | 0.44% | 72 |
|
|
2024
Q2 | $3.67M | Buy |
37,598
+4,762
| +15% | +$465K | 0.35% | 78 |
|
|
2024
Q1 | $3.48M | Buy |
32,836
+1,146
| +4% | +$121K | 0.35% | 79 |
|
|
2023
Q4 | $3.65M | Buy |
31,690
+5,059
| +19% | +$583K | 0.42% | 73 |
|
|
2023
Q3 | $2.45M | Sell |
26,631
-4,247
| -14% | -$391K | 0.33% | 87 |
|
|
2023
Q2 | $3.52M | Sell |
30,878
-90
| -0.3% | -$10.3K | 0.45% | 71 |
|
|
2023
Q1 | $4.14M | Buy |
30,968
+429
| +1% | +$57.4K | 0.58% | 60 |
|
|
2022
Q4 | $4.14M | Sell |
30,539
-2,699
| -8% | -$366K | 0.65% | 57 |
|
|
2022
Q3 | $4.81M | Buy |
33,238
+774
| +2% | +$112K | 0.82% | 45 |
|
|
2022
Q2 | $5.47M | Sell |
32,464
-107
| -0.3% | -$18K | 0.89% | 39 |
|
|
2022
Q1 | $6.01M | Buy |
32,571
+393
| +1% | +$72.6K | 0.77% | 43 |
|
|
2021
Q4 | $6.72M | Buy |
32,178
+3,024
| +10% | +$631K | 0.77% | 49 |
|
|
2021
Q3 | $5.05M | Buy |
29,154
+3,360
| +13% | +$582K | 0.61% | 57 |
|
|
2021
Q2 | $5.03M | Buy |
25,794
+462
| +2% | +$90.1K | 0.62% | 58 |
|
|
2021
Q1 | $4.36M | Sell |
25,332
-1,208
| -5% | -$208K | 0.64% | 61 |
|
|
2020
Q4 | $4.23M | Sell |
26,540
-2,391
| -8% | -$381K | 0.67% | 57 |
|
|
2020
Q3 | $4.82M | Buy |
28,931
+4,402
| +18% | +$733K | 0.9% | 42 |
|
|
2020
Q2 | $4.11M | Buy |
+24,529
| New | +$4.11M | 0.9% | 47 |
|