ORG 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 Q1	–	Sell	-201	Closed	-$18.2K	–	769
2024 Q4	$18.2K	Buy	201 +43	+27%	+$3.9K	0.01%	341
2024 Q3	$18.7K	Buy	+158	New	+$18.7K	0.01%	334