Montag & Associates’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 | – | Sell |
-142
| Closed | -$14.8K | – | 954 |
|
|
2025
Q1 | $14.8K | Sell |
142
-56
| -28% | -$5.84K | ﹤0.01% | 748 |
|
|
2024
Q4 | $18K | Hold |
198
| – | – | ﹤0.01% | 721 |
|
|
2024
Q3 | $23.5K | Sell |
198
-500
| -72% | -$59.3K | ﹤0.01% | 711 |
|
|
2024
Q2 | $68.2K | Sell |
698
-427
| -38% | -$41.7K | ﹤0.01% | 540 |
|
|
2024
Q1 | $119K | Buy |
1,125
+400
| +55% | +$42.3K | 0.01% | 467 |
|
|
2023
Q4 | $83.5K | Hold |
725
| – | – | ﹤0.01% | 491 |
|
|
2023
Q3 | $66.7K | Sell |
725
-250
| -26% | -$23K | ﹤0.01% | 506 |
|
|
2023
Q2 | $111K | Buy |
975
+6
| +0.6% | +$684 | 0.01% | 456 |
|
|
2023
Q1 | $130K | Hold |
969
| – | – | 0.01% | 436 |
|
|
2022
Q4 | $131K | Buy |
969
+9
| +0.9% | +$1.22K | 0.01% | 427 |
|
|
2022
Q3 | $139K | Hold |
960
| – | – | 0.01% | 398 |
|
|
2022
Q2 | $162K | Buy |
960
+119
| +14% | +$20.1K | 0.01% | 383 |
|
|
2022
Q1 | $155K | Buy |
841
+460
| +121% | +$84.8K | 0.01% | 419 |
|
|
2021
Q4 | $80K | Buy |
381
+290
| +319% | +$60.9K | ﹤0.01% | 514 |
|
|
2021
Q3 | $16K | Hold |
91
| – | – | ﹤0.01% | 686 |
|
|
2021
Q2 | $18K | Hold |
91
| – | – | ﹤0.01% | 666 |
|
|
2021
Q1 | $16K | Sell |
91
-25
| -22% | -$4.4K | ﹤0.01% | 680 |
|
|
2020
Q4 | $18K | Buy |
+116
| New | +$18K | ﹤0.01% | 647 |
|