McGlone Suttner Wealth Management’s Crown Castle CCI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $355K | Buy |
3,459
+165
| +5% | +$17K | 0.05% | 143 |
|
2025
Q1 | $343K | Buy |
+3,294
| New | +$343K | 0.06% | 140 |
|
2024
Q4 | – | Sell |
-2,445
| Closed | -$290K | – | 178 |
|
2024
Q3 | $290K | Buy |
2,445
+531
| +28% | +$63K | 0.06% | 137 |
|
2024
Q2 | $221K | Sell |
1,914
-526
| -22% | -$60.6K | 0.05% | 149 |
|
2024
Q1 | $258K | Buy |
2,440
+526
| +27% | +$55.7K | 0.05% | 145 |
|
2023
Q4 | $221K | Buy |
+1,914
| New | +$221K | 0.04% | 149 |
|
2023
Q3 | – | Sell |
-1,998
| Closed | -$228K | – | 143 |
|
2023
Q2 | $228K | Buy |
1,998
+158
| +9% | +$18K | 0.05% | 135 |
|
2023
Q1 | $246K | Buy |
1,840
+193
| +12% | +$25.8K | 0.06% | 122 |
|
2022
Q4 | $223K | Buy |
+1,647
| New | +$223K | 0.07% | 121 |
|