Mitchell & Pahl Private 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
Q1 | – | Sell |
-13,324
| Closed | -$1.21M | – | 146 |
|
|
2024
Q4 | $1.21M | Buy |
13,324
+1,827
| +16% | +$166K | 0.56% | 65 |
|
|
2024
Q3 | $1.36M | Buy |
11,497
+433
| +4% | +$51.4K | 0.64% | 58 |
|
|
2024
Q2 | $1.08M | Buy |
11,064
+335
| +3% | +$32.7K | 0.57% | 63 |
|
|
2024
Q1 | $1.14M | Buy |
10,729
+914
| +9% | +$96.7K | 0.6% | 64 |
|
|
2023
Q4 | $1.13M | Sell |
9,815
-9
| -0.1% | -$1.04K | 0.64% | 58 |
|
|
2023
Q3 | $904K | Buy |
9,824
+2,042
| +26% | +$188K | 0.54% | 65 |
|
|
2023
Q2 | $887K | Buy |
7,782
+1,470
| +23% | +$167K | 0.54% | 64 |
|
|
2023
Q1 | $845K | Buy |
6,312
+625
| +11% | +$83.6K | 0.53% | 65 |
|
|
2022
Q4 | $771K | Buy |
5,687
+815
| +17% | +$111K | 0.51% | 75 |
|
|
2022
Q3 | $704K | Buy |
4,872
+537
| +12% | +$77.6K | 0.52% | 72 |
|
|
2022
Q2 | $730K | Buy |
4,335
+685
| +19% | +$115K | 0.51% | 76 |
|
|
2022
Q1 | $674K | Buy |
3,650
+680
| +23% | +$126K | 0.43% | 83 |
|
|
2021
Q4 | $620K | Buy |
2,970
+318
| +12% | +$66.4K | 0.4% | 82 |
|
|
2021
Q3 | $460K | Buy |
2,652
+57
| +2% | +$9.89K | 0.33% | 93 |
|
|
2021
Q2 | $506K | Buy |
2,595
+301
| +13% | +$58.7K | 0.36% | 89 |
|
|
2021
Q1 | $395K | Buy |
2,294
+427
| +23% | +$73.5K | 0.31% | 102 |
|
|
2020
Q4 | $297K | Buy |
+1,867
| New | +$297K | 0.25% | 114 |
|