Principle Wealth Partners’s Crown Castle CCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,341	Closed	-$240K	–	363
2025 Q2	$240K	Sell	2,341 -779	-25%	-$78.8K	0.02%	334
2025 Q1	$325K	Buy	+3,120	New	+$291K	0.02%	277
2024 Q2	–	Sell	-2,072	Closed	-$219K	–	329
2024 Q1	$219K	Buy	+2,072	New	+$225K	0.02%	324
2023 Q4	–	Sell	-2,962	Closed	-$273K	–	336
2023 Q3	$273K	Sell	2,962 -440	-13%	-$45.6K	0.03%	266
2023 Q2	$388K	Buy	+3,402	New	+$405K	0.04%	228
2022 Q3	–	Sell	-1,210	Closed	-$204K	–	294
2022 Q2	$204K	Sell	1,210 -500	-29%	-$91K	0.02%	295
2022 Q1	$316K	Hold	1,710	–	–	0.03%	253
2021 Q4	$357K	Hold	1,710	–	–	0.04%	243
2021 Q3	$296K	Hold	1,710	–	–	0.03%	250
2021 Q2	$334K	Hold	1,710	–	–	0.04%	236
2021 Q1	$294K	Buy	1,710 +100	+6%	+$16K	0.03%	238
2020 Q4	$256K	Buy	+1,610	New	+$261K	0.03%	241
2020 Q3	–	Sell	-1,110	Closed	-$186K	–	196
2020 Q2	$186K	Buy	+1,110	New	+$179K	0.05%	157