Plante Moran Financial Advisors’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 | $6.16K | Hold |
60
| – | – | ﹤0.01% | 615 |
|
|
2025
Q1 | $6.25K | Hold |
60
| – | – | ﹤0.01% | 628 |
|
|
2024
Q4 | $5.45K | Sell |
60
-859
| -93% | -$78K | ﹤0.01% | 672 |
|
|
2024
Q3 | $109K | Buy |
919
+859
| +1,432% | +$102K | 0.01% | 270 |
|
|
2024
Q2 | $5.86K | Hold |
60
| – | – | ﹤0.01% | 638 |
|
|
2024
Q1 | $6.35K | Hold |
60
| – | – | ﹤0.01% | 667 |
|
|
2023
Q4 | $6.91K | Hold |
60
| – | – | ﹤0.01% | 608 |
|
|
2023
Q3 | $5.52K | Hold |
60
| – | – | ﹤0.01% | 595 |
|
|
2023
Q2 | $6.84K | Sell |
60
-115
| -66% | -$13.1K | ﹤0.01% | 598 |
|
|
2023
Q1 | $23.4K | Sell |
175
-32
| -15% | -$4.28K | ﹤0.01% | 417 |
|
|
2022
Q4 | $28.1K | Buy |
207
+32
| +18% | +$4.34K | ﹤0.01% | 397 |
|
|
2022
Q3 | $25K | Sell |
175
-89
| -34% | -$12.7K | ﹤0.01% | 414 |
|
|
2022
Q2 | $44K | Buy |
264
+192
| +267% | +$32K | 0.01% | 326 |
|
|
2022
Q1 | $13K | Sell |
72
-131
| -65% | -$23.7K | ﹤0.01% | 563 |
|
|
2021
Q4 | $42K | Buy |
203
+66
| +48% | +$13.7K | 0.01% | 393 |
|
|
2021
Q3 | $24K | Buy |
137
+125
| +1,042% | +$21.9K | 0.01% | 521 |
|
|
2021
Q2 | $2K | Sell |
12
-514
| -98% | -$85.7K | ﹤0.01% | 873 |
|
|
2021
Q1 | $91K | Buy |
526
+318
| +153% | +$55K | 0.02% | 257 |
|
|
2020
Q4 | $33K | Buy |
208
+20
| +11% | +$3.17K | 0.01% | 427 |
|
|
2020
Q3 | $31K | Buy |
188
+94
| +100% | +$15.5K | 0.01% | 401 |
|
|
2020
Q2 | $16K | Buy |
+94
| New | +$16K | 0.01% | 464 |
|
|
2019
Q4 | – | Sell |
-79
| Closed | -$11K | – | 765 |
|
|
2019
Q3 | $11K | Sell |
79
-349
| -82% | -$48.6K | ﹤0.01% | 571 |
|
|
2019
Q2 | $56K | Sell |
428
-50
| -10% | -$6.54K | 0.02% | 314 |
|
|
2019
Q1 | $61K | Buy |
+478
| New | +$61K | 0.02% | 290 |
|
|
2018
Q2 | – | Sell |
-441
| Closed | -$48K | – | 832 |
|
|
2018
Q1 | $48K | Buy |
441
+379
| +611% | +$41.3K | 0.03% | 349 |
|
|
2017
Q4 | $7K | Hold |
62
| – | – | ﹤0.01% | 647 |
|
|
2017
Q3 | $6K | Sell |
62
-889
| -93% | -$86K | ﹤0.01% | 622 |
|
|
2017
Q2 | $95K | Hold |
951
| – | – | 0.06% | 204 |
|
|
2017
Q1 | $90K | Sell |
951
-291
| -23% | -$27.5K | 0.05% | 219 |
|
|
2016
Q4 | $108K | Buy |
1,242
+291
| +31% | +$25.3K | 0.07% | 207 |
|
|
2016
Q3 | $90K | Hold |
951
| – | – | 0.06% | 216 |
|
|
2016
Q2 | $96K | Hold |
951
| – | – | 0.07% | 190 |
|
|
2016
Q1 | $82K | Sell |
951
-140
| -13% | -$12.1K | 0.06% | 199 |
|
|
2015
Q4 | $94K | Buy |
1,091
+140
| +15% | +$12.1K | 0.07% | 195 |
|
|
2015
Q3 | $75K | Buy |
951
+84
| +10% | +$6.63K | 0.06% | 216 |
|
|
2015
Q2 | $70K | Buy |
867
+615
| +244% | +$49.7K | 0.05% | 242 |
|
|
2015
Q1 | $21K | Buy |
252
+190
| +306% | +$15.8K | 0.01% | 397 |
|
|
2014
Q4 | $5K | Hold |
62
| – | – | ﹤0.01% | 655 |
|
|
2014
Q3 | $5K | Hold |
62
| – | – | ﹤0.01% | 668 |
|
|
2014
Q2 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 660 |
|