Obermeyer Wealth Partners’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 |
-4,569
| Closed | -$476K | – | 279 |
|
|
2025
Q1 | $476K | Sell |
4,569
-3,399
| -43% | -$354K | 0.03% | 157 |
|
|
2024
Q4 | $723K | Sell |
7,968
-5
| -0.1% | -$454 | 0.04% | 119 |
|
|
2024
Q3 | $946K | Sell |
7,973
-176
| -2% | -$20.9K | 0.05% | 108 |
|
|
2024
Q2 | $796K | Sell |
8,149
-16,440
| -67% | -$1.61M | 0.05% | 111 |
|
|
2024
Q1 | $2.6M | Buy |
24,589
+14,766
| +150% | +$1.56M | 0.15% | 55 |
|
|
2023
Q4 | $1.13M | Sell |
9,823
-805
| -8% | -$92.7K | 0.08% | 66 |
|
|
2023
Q3 | $978K | Sell |
10,628
-2,122
| -17% | -$195K | 0.07% | 69 |
|
|
2023
Q2 | $1.45M | Sell |
12,750
-111
| -0.9% | -$12.6K | 0.1% | 56 |
|
|
2023
Q1 | $1.77M | Sell |
12,861
-248,026
| -95% | -$34.1M | 0.13% | 56 |
|
|
2022
Q4 | $35.4M | Sell |
260,887
-6,183
| -2% | -$839K | 2.68% | 13 |
|
|
2022
Q3 | $38.6M | Sell |
267,070
-5,499
| -2% | -$795K | 3.13% | 9 |
|
|
2022
Q2 | $45.9M | Sell |
272,569
-2,000
| -0.7% | -$337K | 3.37% | 10 |
|
|
2022
Q1 | $50.7M | Buy |
274,569
+1,972
| +0.7% | +$364K | 3.03% | 10 |
|
|
2021
Q4 | $56.9M | Buy |
272,597
+6,493
| +2% | +$1.36M | 3.05% | 9 |
|
|
2021
Q3 | $46.1M | Buy |
266,104
+1,140
| +0.4% | +$198K | 2.55% | 19 |
|
|
2021
Q2 | $51.7M | Sell |
264,964
-6,590
| -2% | -$1.29M | 2.88% | 10 |
|
|
2021
Q1 | $46.7M | Buy |
271,554
+1,194
| +0.4% | +$206K | 2.87% | 12 |
|
|
2020
Q4 | $43M | Sell |
270,360
-702
| -0.3% | -$112K | 2.86% | 15 |
|
|
2020
Q3 | $45.1M | Buy |
271,062
+4,737
| +2% | +$789K | 3.38% | 8 |
|
|
2020
Q2 | $44.6M | Sell |
266,325
-2,277
| -0.8% | -$381K | 3.77% | 7 |
|
|
2020
Q1 | $38.8M | Sell |
268,602
-6,494
| -2% | -$938K | 4.15% | 5 |
|
|
2019
Q4 | $39.1M | Sell |
275,096
-1,731
| -0.6% | -$246K | 3.46% | 10 |
|
|
2019
Q3 | $38.5M | Sell |
276,827
-15,825
| -5% | -$2.2M | 3.56% | 6 |
|
|
2019
Q2 | $38.1M | Sell |
292,652
-9,420
| -3% | -$1.23M | 3.43% | 9 |
|
|
2019
Q1 | $38.7M | Sell |
302,072
-3,273
| -1% | -$419K | 3.63% | 6 |
|
|
2018
Q4 | $33.2M | Sell |
305,345
-13,082
| -4% | -$1.42M | 3.36% | 13 |
|
|
2018
Q3 | $35.5M | Sell |
318,427
-3,205
| -1% | -$357K | 3% | 18 |
|
|
2018
Q2 | $34.7M | Sell |
321,632
-7,256
| -2% | -$782K | 3.09% | 13 |
|
|
2018
Q1 | $36M | Buy |
328,888
+2,779
| +0.9% | +$305K | 3.27% | 14 |
|
|
2017
Q4 | $36.2M | Buy |
326,109
+3,033
| +0.9% | +$337K | 3.14% | 13 |
|
|
2017
Q3 | $32.3M | Buy |
323,076
+2,207
| +0.7% | +$221K | 2.8% | 14 |
|
|
2017
Q2 | $32.1M | Buy |
320,869
+56,294
| +21% | +$5.64M | 2.85% | 14 |
|
|
2017
Q1 | $25M | Buy |
264,575
+3,114
| +1% | +$294K | 2.3% | 21 |
|
|
2016
Q4 | $22.7M | Buy |
261,461
+130,570
| +100% | +$11.3M | 2.17% | 22 |
|
|
2016
Q3 | $12.3M | Buy |
130,891
+4,064
| +3% | +$383K | 1.18% | 27 |
|
|
2016
Q2 | $12.9M | Buy |
126,827
+15,880
| +14% | +$1.61M | 1.28% | 28 |
|
|
2016
Q1 | $9.6M | Buy |
110,947
+13,831
| +14% | +$1.2M | 0.89% | 31 |
|
|
2015
Q4 | $8.4M | Buy |
97,116
+18,461
| +23% | +$1.6M | 0.77% | 31 |
|
|
2015
Q3 | $6.2M | Buy |
+78,655
| New | +$6.2M | 0.65% | 34 |
|