Morningstar Investment Management’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 | $434K | Buy |
+4,226
| New | +$434K | 0.04% | 127 |
|
|
2025
Q1 | – | Sell |
-5,304
| Closed | -$481K | – | 99 |
|
|
2024
Q4 | $481K | Buy |
5,304
+982
| +23% | +$89.1K | 0.04% | 129 |
|
|
2024
Q3 | $484K | Sell |
4,322
-3,758
| -47% | -$421K | 0.05% | 136 |
|
|
2024
Q2 | $789K | Buy |
8,080
+915
| +13% | +$89.3K | 0.08% | 99 |
|
|
2024
Q1 | $758K | Hold |
7,165
| – | – | 0.08% | 103 |
|
|
2023
Q4 | $825K | Buy |
7,165
+2,629
| +58% | +$303K | 0.09% | 96 |
|
|
2023
Q3 | $417K | Buy |
4,536
+645
| +17% | +$59.3K | 0.06% | 109 |
|
|
2023
Q2 | $443K | Buy |
3,891
+811
| +26% | +$92.3K | 0.06% | 108 |
|
|
2023
Q1 | $412K | Hold |
3,080
| – | – | 0.06% | 64 |
|
|
2022
Q4 | $418K | Buy |
+3,080
| New | +$418K | 0.07% | 62 |
|