ProVise Management Group’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 | $209K | Buy |
2,038
+23
| +1% | +$2.36K | 0.02% | 243 |
|
|
2025
Q1 | $210K | Buy |
+2,015
| New | +$210K | 0.02% | 238 |
|
|
2024
Q4 | – | Sell |
-2,015
| Closed | -$239K | – | 262 |
|
|
2024
Q3 | $239K | Buy |
+2,015
| New | +$239K | 0.02% | 266 |
|
|
2024
Q2 | – | Sell |
-2,030
| Closed | -$215K | – | 296 |
|
|
2024
Q1 | $215K | Hold |
2,030
| – | – | 0.02% | 279 |
|
|
2023
Q4 | $234K | Buy |
+2,030
| New | +$234K | 0.02% | 304 |
|
|
2023
Q3 | – | Sell |
-2,030
| Closed | -$231K | – | 339 |
|
|
2023
Q2 | $231K | Hold |
2,030
| – | – | 0.02% | 309 |
|
|
2023
Q1 | $272K | Sell |
2,030
-104
| -5% | -$13.9K | 0.03% | 294 |
|
|
2022
Q4 | $289K | Sell |
2,134
-21
| -1% | -$2.85K | 0.03% | 263 |
|
|
2022
Q3 | $312K | Sell |
2,155
-28
| -1% | -$4.05K | 0.03% | 248 |
|
|
2022
Q2 | $368K | Buy |
2,183
+25
| +1% | +$4.21K | 0.04% | 237 |
|
|
2022
Q1 | $398K | Sell |
2,158
-35
| -2% | -$6.46K | 0.04% | 249 |
|
|
2021
Q4 | $458K | Hold |
2,193
| – | – | 0.04% | 249 |
|
|
2021
Q3 | $380K | Buy |
+2,193
| New | +$380K | 0.04% | 252 |
|
|
2018
Q1 | – | Sell |
-5,000
| Closed | -$555K | – | 304 |
|
|
2017
Q4 | $555K | Hold |
5,000
| – | – | 0.08% | 198 |
|
|
2017
Q3 | $500K | Hold |
5,000
| – | – | 0.07% | 210 |
|
|
2017
Q2 | $501K | Sell |
5,000
-1,200
| -19% | -$120K | 0.08% | 209 |
|
|
2017
Q1 | $586K | Hold |
6,200
| – | – | 0.09% | 192 |
|
|
2016
Q4 | $538K | Sell |
6,200
-550
| -8% | -$47.7K | 0.09% | 202 |
|
|
2016
Q3 | $636K | Buy |
6,750
+650
| +11% | +$61.2K | 0.11% | 185 |
|
|
2016
Q2 | $619K | Buy |
+6,100
| New | +$619K | 0.11% | 179 |
|
|
2014
Q4 | – | Sell |
-6,500
| Closed | -$523K | – | 294 |
|
|
2014
Q3 | $523K | Hold |
6,500
| – | – | 0.11% | 198 |
|
|
2014
Q2 | $483K | Buy |
6,500
+1,100
| +20% | +$81.7K | 0.1% | 209 |
|
|
2014
Q1 | $398K | Buy |
+5,400
| New | +$398K | 0.1% | 208 |
|