SVB Wealth’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
Q2 | – | Sell |
-2,054
| Closed | -$214K | – | 715 |
|
|
2025
Q1 | $214K | Sell |
2,054
-894
| -30% | -$83.5K | 0.01% | 303 |
|
|
2024
Q4 | $268K | Buy |
+2,948
| New | +$308K | 0.01% | 594 |
|
|
2024
Q3 | – | Sell |
-3,181
| Closed | -$311K | – | 107 |
|
|
2024
Q2 | $311K | Sell |
3,181
-1,184
| -27% | -$117K | 0.01% | 553 |
|
|
2024
Q1 | $462K | Buy |
4,365
+441
| +11% | +$48K | 0.01% | 500 |
|
|
2023
Q4 | $452K | Buy |
3,924
+168
| +4% | +$17.2K | 0.01% | 507 |
|
|
2023
Q3 | $346K | Sell |
3,756
-292
| -7% | -$30.3K | 0.01% | 569 |
|
|
2023
Q2 | $461K | Sell |
4,048
-1,628
| -29% | -$194K | 0.01% | 516 |
|
|
2023
Q1 | $760K | Sell |
5,676
-911
| -14% | -$126K | 0.01% | 440 |
|
|
2022
Q4 | $893K | Buy |
6,587
+1,047
| +19% | +$142K | 0.01% | 425 |
|
|
2022
Q3 | $801K | Buy |
5,540
+1,501
| +37% | +$257K | 0.01% | 412 |
|
|
2022
Q2 | $680K | Buy |
4,039
+610
| +18% | +$111K | 0.01% | 388 |
|
|
2022
Q1 | $633K | Sell |
3,429
-6
| -0.2% | -$1.07K | 0.01% | 403 |
|
|
2021
Q4 | $717K | Sell |
3,435
-3,748
| -52% | -$692K | 0.01% | 366 |
|
|
2021
Q3 | $1.25M | Buy |
7,183
+3,150
| +78% | +$609K | 0.02% | 346 |
|
|
2021
Q2 | $787K | Buy |
4,033
+138
| +4% | +$25.8K | 0.01% | 449 |
|
|
2021
Q1 | $671K | Sell |
3,895
-550
| -12% | -$88.1K | 0.01% | 448 |
|
|
2020
Q4 | $708K | Buy |
4,445
+1,218
| +38% | +$198K | 0.01% | 395 |
|
|
2020
Q3 | $537K | Buy |
3,227
+1,262
| +64% | +$208K | 0.01% | 381 |
|
|
2020
Q2 | $329K | Buy |
+1,965
| New | +$316K | 0.01% | 441 |
|
|
2020
Q1 | – | Sell |
-2,094
| Closed | -$298K | – | 610 |
|
|
2019
Q4 | $298K | Buy |
+2,094
| New | +$286K | 0.01% | 504 |
|
|
2018
Q4 | – | Sell |
-1,955
| Closed | -$217K | – | 406 |
|
|
2018
Q3 | $217K | Buy |
+1,955
| New | +$218K | 0.01% | 405 |
|
Other funds holding CCI
