Pinnacle Wealth Planning Services’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 | $216K | Buy |
2,103
+125
| +6% | +$12.8K | 0.03% | 399 |
|
|
2025
Q1 | $206K | Buy |
+1,978
| New | +$206K | 0.03% | 360 |
|
|
2024
Q4 | – | Sell |
-2,421
| Closed | -$287K | – | 418 |
|
|
2024
Q3 | $287K | Sell |
2,421
-92
| -4% | -$10.9K | 0.04% | 319 |
|
|
2024
Q2 | $246K | Sell |
2,513
-26
| -1% | -$2.54K | 0.04% | 351 |
|
|
2024
Q1 | $269K | Sell |
2,539
-88
| -3% | -$9.31K | 0.04% | 329 |
|
|
2023
Q4 | $303K | Sell |
2,627
-283
| -10% | -$32.6K | 0.05% | 268 |
|
|
2023
Q3 | $268K | Buy |
+2,910
| New | +$268K | 0.04% | 280 |
|
|
2023
Q2 | – | Sell |
-3,493
| Closed | -$468K | – | 462 |
|
|
2023
Q1 | $468K | Buy |
3,493
+1,000
| +40% | +$134K | 0.08% | 184 |
|
|
2022
Q4 | $338K | Sell |
2,493
-457
| -15% | -$62K | 0.06% | 240 |
|
|
2022
Q3 | $426K | Sell |
2,950
-535
| -15% | -$77.3K | 0.08% | 165 |
|
|
2022
Q2 | $587K | Sell |
3,485
-60
| -2% | -$10.1K | 0.11% | 130 |
|
|
2022
Q1 | $654K | Buy |
3,545
+608
| +21% | +$112K | 0.12% | 135 |
|
|
2021
Q4 | $613K | Buy |
2,937
+92
| +3% | +$19.2K | 0.12% | 128 |
|
|
2021
Q3 | $493K | Sell |
2,845
-190
| -6% | -$32.9K | 0.11% | 140 |
|
|
2021
Q2 | $592K | Sell |
3,035
-85
| -3% | -$16.6K | 0.14% | 114 |
|
|
2021
Q1 | $537K | Sell |
3,120
-411
| -12% | -$70.7K | 0.14% | 118 |
|
|
2020
Q4 | $562K | Buy |
3,531
+16
| +0.5% | +$2.55K | 0.13% | 99 |
|
|
2020
Q3 | $585K | Sell |
3,515
-477
| -12% | -$79.4K | 0.19% | 85 |
|
|
2020
Q2 | $669K | Buy |
3,992
+459
| +13% | +$76.9K | 0.22% | 83 |
|
|
2020
Q1 | $509K | Sell |
3,533
-356
| -9% | -$51.3K | 0.24% | 82 |
|
|
2019
Q4 | $552K | Buy |
3,889
+84
| +2% | +$11.9K | 0.26% | 82 |
|
|
2019
Q3 | $528K | Buy |
3,805
+400
| +12% | +$55.5K | 0.29% | 74 |
|
|
2019
Q2 | $443K | Buy |
3,405
+149
| +5% | +$19.4K | 0.27% | 74 |
|
|
2019
Q1 | $417K | Sell |
3,256
-1,317
| -29% | -$169K | 0.28% | 72 |
|
|
2018
Q4 | $497K | Sell |
4,573
-281
| -6% | -$30.5K | 0.32% | 62 |
|
|
2018
Q3 | $540K | Buy |
4,854
+13
| +0.3% | +$1.45K | 0.49% | 64 |
|
|
2018
Q2 | $522K | Buy |
4,841
+892
| +23% | +$96.2K | 0.51% | 63 |
|
|
2018
Q1 | $433K | Buy |
3,949
+2,836
| +255% | +$311K | 0.45% | 75 |
|
|
2017
Q4 | $124K | Buy |
+1,113
| New | +$124K | 0.25% | 75 |
|