Prudent Man 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 | $237K | Buy |
2,304
+26
| +1% | +$2.67K | 0.08% | 153 |
|
|
2025
Q1 | $237K | Hold |
2,278
| – | – | 0.09% | 143 |
|
|
2024
Q4 | $207K | Sell |
2,278
-279
| -11% | -$25.3K | 0.08% | 160 |
|
|
2024
Q3 | $303K | Hold |
2,557
| – | – | 0.1% | 138 |
|
|
2024
Q2 | $250K | Buy |
2,557
+136
| +6% | +$13.3K | 0.09% | 138 |
|
|
2024
Q1 | $256K | Sell |
2,421
-220
| -8% | -$23.3K | 0.1% | 140 |
|
|
2023
Q4 | $304K | Sell |
2,641
-20
| -0.8% | -$2.3K | 0.11% | 139 |
|
|
2023
Q3 | $245K | Hold |
2,661
| – | – | 0.1% | 151 |
|
|
2023
Q2 | $303K | Hold |
2,661
| – | – | 0.11% | 141 |
|
|
2023
Q1 | $356K | Hold |
2,661
| – | – | 0.14% | 135 |
|
|
2022
Q4 | $361K | Buy |
2,661
+298
| +13% | +$40.4K | 0.15% | 130 |
|
|
2022
Q3 | $342K | Buy |
2,363
+1,124
| +91% | +$163K | 0.16% | 119 |
|
|
2022
Q2 | $209K | Hold |
1,239
| – | – | 0.1% | 147 |
|
|
2022
Q1 | $229K | Sell |
1,239
-188
| -13% | -$34.7K | 0.09% | 157 |
|
|
2021
Q4 | $298K | Sell |
1,427
-355
| -20% | -$74.1K | 0.11% | 134 |
|
|
2021
Q3 | $309K | Hold |
1,782
| – | – | 0.12% | 139 |
|
|
2021
Q2 | $348K | Hold |
1,782
| – | – | 0.13% | 125 |
|
|
2021
Q1 | $307K | Buy |
1,782
+290
| +19% | +$50K | 0.13% | 132 |
|
|
2020
Q4 | $238K | Hold |
1,492
| – | – | 0.1% | 156 |
|
|
2020
Q3 | $248K | Buy |
1,492
+113
| +8% | +$18.8K | 0.13% | 134 |
|
|
2020
Q2 | $231K | Buy |
+1,379
| New | +$231K | 0.21% | 129 |
|