SQA
Simon Quick Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Buy |
39,753
+697
| +2% | +$71.6K | 0.16% | 89 |
|
|
2025
Q1 | $4.07M | Buy |
39,056
+2,576
| +7% | +$268K | 0.23% | 52 |
|
|
2024
Q4 | $3.31M | Buy |
36,480
+399
| +1% | +$36.2K | 0.2% | 56 |
|
|
2024
Q3 | $4.28M | Buy |
36,081
+484
| +1% | +$57.4K | 0.27% | 42 |
|
|
2024
Q2 | $3.48M | Buy |
35,597
+20,679
| +139% | +$2.02M | 0.25% | 50 |
|
|
2024
Q1 | $1.58M | Buy |
14,918
+302
| +2% | +$32K | 0.12% | 88 |
|
|
2023
Q4 | $1.68M | Buy |
14,616
+654
| +5% | +$75.3K | 0.15% | 84 |
|
|
2023
Q3 | $1.28M | Buy |
13,962
+438
| +3% | +$40.3K | 0.12% | 92 |
|
|
2023
Q2 | $1.54M | Sell |
13,524
-31
| -0.2% | -$3.53K | 0.14% | 79 |
|
|
2023
Q1 | $1.81M | Sell |
13,555
-332
| -2% | -$44.4K | 0.2% | 68 |
|
|
2022
Q4 | $1.88M | Buy |
13,887
+213
| +2% | +$28.9K | 0.22% | 64 |
|
|
2022
Q3 | $1.98M | Buy |
13,674
+67
| +0.5% | +$9.69K | 0.28% | 57 |
|
|
2022
Q2 | $2.43M | Hold |
13,607
| – | – | 0.32% | 52 |
|
|
2022
Q1 | $2.51M | Sell |
13,607
-162
| -1% | -$29.9K | 0.71% | 24 |
|
|
2021
Q4 | $2.87M | Sell |
13,769
-19
| -0.1% | -$3.97K | 0.77% | 22 |
|
|
2021
Q3 | $2.39M | Buy |
13,788
+15
| +0.1% | +$2.6K | 0.61% | 25 |
|
|
2021
Q2 | $2.69M | Buy |
13,773
+12
| +0.1% | +$2.34K | 0.71% | 22 |
|
|
2021
Q1 | $2.37M | Sell |
13,761
-685
| -5% | -$118K | 0.7% | 24 |
|
|
2020
Q4 | $2.3M | Buy |
14,446
+202
| +1% | +$32.2K | 0.69% | 23 |
|
|
2020
Q3 | $2.37M | Buy |
14,244
+272
| +2% | +$45.3K | 0.68% | 25 |
|
|
2020
Q2 | $2.34M | Hold |
13,972
| – | – | 0.89% | 21 |
|
|
2020
Q1 | $2.02M | Sell |
13,972
-830
| -6% | -$120K | 0.75% | 23 |
|
|
2019
Q4 | $2.1M | Buy |
14,802
+31
| +0.2% | +$4.41K | 0.76% | 27 |
|
|
2019
Q3 | $2.05M | Buy |
14,771
+104
| +0.7% | +$14.5K | 0.91% | 22 |
|
|
2019
Q2 | $1.91M | Sell |
14,667
-385
| -3% | -$50.2K | 0.97% | 22 |
|
|
2019
Q1 | $1.93M | Sell |
15,052
-479
| -3% | -$61.3K | 0.8% | 23 |
|
|
2018
Q4 | $1.69M | Buy |
15,531
+5,071
| +48% | +$551K | 0.61% | 26 |
|
|
2018
Q3 | $1.17M | Sell |
10,460
-315
| -3% | -$35.1K | 0.47% | 24 |
|
|
2018
Q2 | $1.16M | Buy |
10,775
+1,123
| +12% | +$121K | 0.49% | 22 |
|
|
2018
Q1 | $1.06M | Buy |
9,652
+1,910
| +25% | +$209K | 0.44% | 24 |
|
|
2017
Q4 | $873K | Sell |
7,742
-160
| -2% | -$18K | 0.39% | 34 |
|
|
2017
Q3 | $790K | Buy |
+7,902
| New | +$790K | 0.29% | 47 |
|