PWMG
Pinnacle Wealth Management Group’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Sell |
4,184
-133
| -3% | -$13.7K | 0.25% | 71 |
|
|
2025
Q1 | $450K | Buy |
4,317
+460
| +12% | +$47.9K | 0.31% | 60 |
|
|
2024
Q4 | $350K | Sell |
3,857
-23
| -0.6% | -$2.09K | 0.22% | 81 |
|
|
2024
Q3 | $460K | Buy |
3,880
+337
| +10% | +$40K | 0.29% | 66 |
|
|
2024
Q2 | $346K | Sell |
3,543
-192
| -5% | -$18.8K | 0.23% | 71 |
|
|
2024
Q1 | $395K | Sell |
3,735
-929
| -20% | -$98.3K | 0.29% | 65 |
|
|
2023
Q4 | $537K | Buy |
4,664
+475
| +11% | +$54.7K | 0.44% | 51 |
|
|
2023
Q3 | $386K | Sell |
4,189
-390
| -9% | -$35.9K | 0.35% | 59 |
|
|
2023
Q2 | $522K | Sell |
4,579
-1,050
| -19% | -$120K | 0.46% | 47 |
|
|
2023
Q1 | $753K | Sell |
5,629
-100
| -2% | -$13.4K | 0.65% | 38 |
|
|
2022
Q4 | $777K | Buy |
5,729
+55
| +1% | +$7.46K | 0.69% | 36 |
|
|
2022
Q3 | $820K | Buy |
5,674
+588
| +12% | +$85K | 0.72% | 32 |
|
|
2022
Q2 | $856K | Sell |
5,086
-113
| -2% | -$19K | 0.72% | 34 |
|
|
2022
Q1 | $960K | Buy |
5,199
+24
| +0.5% | +$4.43K | 0.72% | 36 |
|
|
2021
Q4 | $1.08M | Sell |
5,175
-172
| -3% | -$35.9K | 0.8% | 36 |
|
|
2021
Q3 | $927K | Sell |
5,347
-117
| -2% | -$20.3K | 0.7% | 37 |
|
|
2021
Q2 | $1.07M | Buy |
+5,464
| New | +$1.07M | 0.78% | 36 |
|