Montag & Associates’s Crown Castle CCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$14.8K Sell
2024
Q4
$18K Hold
2024
Q3
$23.5K Sell
2024
Q2
$68.2K Sell
2024
Q1
$119K Buy
2023
Q4
$83.5K Hold
2023
Q3
$66.7K Sell
2023
Q2
$111K Buy
2023
Q1
$130K Hold
2022
Q4
$131K Buy
2022
Q3
$139K Hold
2022
Q2
$162K Buy
2022
Q1
$155K Buy
2021
Q4
$80K Buy
2021
Q3
$16K Hold
2021
Q2
$18K Hold
2021
Q1
$16K Sell
2020
Q4
$18K Buy