Summit Trail Advisors’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
$1.69M Buy
2025
Q2
Sell
2025
Q1
$379K Sell
2024
Q4
$486K Sell
2024
Q3
$674K Buy
2024
Q2
$480K Buy
2024
Q1
$446K Buy
2023
Q4
$462K Buy
2023
Q3
$314K Buy
2023
Q2
$235K Buy
2020
Q4
Sell
2020
Q3
$245K Buy
2018
Q4
Sell
2018
Q3
$174K Buy
2018
Q2
$101K Sell
2018
Q1
$310K Buy
2017
Q4
$596K Buy