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