Oak Harvest Investment Services’s Crown Castle CCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,000
Closed -$1.54M 156
2024
Q3
$1.54M Buy
+13,000
New +$1.54M 0.22% 84
2023
Q2
Sell
-44,903
Closed -$6.01M 111
2023
Q1
$6.01M Buy
44,903
+1,475
+3% +$197K 1.38% 22
2022
Q4
$5.89M Buy
43,428
+5,394
+14% +$732K 1.53% 25
2022
Q3
$5.5M Buy
38,034
+1,265
+3% +$183K 1.47% 28
2022
Q2
$6.19M Buy
36,769
+5,293
+17% +$891K 1.67% 23
2022
Q1
$5.81M Buy
31,476
+3,686
+13% +$680K 1.44% 30
2021
Q4
$5.8M Buy
27,790
+3,483
+14% +$727K 1.44% 29
2021
Q3
$4.21M Buy
24,307
+3,827
+19% +$663K 1.23% 38
2021
Q2
$4M Buy
20,480
+604
+3% +$118K 1.32% 36
2021
Q1
$3.42M Sell
19,876
-3,036
-13% -$523K 1.31% 32
2020
Q4
$3.65M Buy
+22,912
New +$3.65M 1.56% 29