UAS
United Asset Strategies’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Sell |
4,668
-364
| -7% | -$37.4K | 0.04% | 194 |
|
|
2025
Q1 | $524K | Buy |
5,032
+412
| +9% | +$42.9K | 0.05% | 189 |
|
|
2024
Q4 | $419K | Sell |
4,620
-344
| -7% | -$31.2K | 0.04% | 186 |
|
|
2024
Q3 | $589K | Buy |
4,964
+59
| +1% | +$7K | 0.05% | 179 |
|
|
2024
Q2 | $479K | Sell |
4,905
-379
| -7% | -$37K | 0.05% | 179 |
|
|
2024
Q1 | $559K | Buy |
5,284
+298
| +6% | +$31.5K | 0.06% | 184 |
|
|
2023
Q4 | $574K | Buy |
4,986
+815
| +20% | +$93.9K | 0.06% | 180 |
|
|
2023
Q3 | $384K | Buy |
4,171
+561
| +16% | +$51.6K | 0.05% | 189 |
|
|
2023
Q2 | $411K | Buy |
3,610
+176
| +5% | +$20.1K | 0.05% | 185 |
|
|
2023
Q1 | $460K | Sell |
3,434
-5,580
| -62% | -$747K | 0.06% | 182 |
|
|
2022
Q4 | $1.22M | Buy |
9,014
+1,262
| +16% | +$171K | 0.17% | 114 |
|
|
2022
Q3 | $1.12M | Buy |
7,752
+768
| +11% | +$111K | 0.17% | 116 |
|
|
2022
Q2 | $1.18M | Sell |
6,984
-367
| -5% | -$61.8K | 0.17% | 108 |
|
|
2022
Q1 | $1.36M | Buy |
7,351
+380
| +5% | +$70.1K | 0.17% | 105 |
|
|
2021
Q4 | $1.46M | Buy |
6,971
+59
| +0.9% | +$12.3K | 0.17% | 104 |
|
|
2021
Q3 | $1.2M | Buy |
6,912
+124
| +2% | +$21.5K | 0.15% | 105 |
|
|
2021
Q2 | $1.32M | Buy |
6,788
+88
| +1% | +$17.2K | 0.18% | 97 |
|
|
2021
Q1 | $1.15M | Buy |
6,700
+169
| +3% | +$29.1K | 0.17% | 99 |
|
|
2020
Q4 | $1.04M | Buy |
6,531
+311
| +5% | +$49.5K | 0.16% | 102 |
|
|
2020
Q3 | $1.04M | Buy |
6,220
+170
| +3% | +$28.3K | 0.19% | 92 |
|
|
2020
Q2 | $1.01M | Buy |
6,050
+136
| +2% | +$22.7K | 0.2% | 91 |
|
|
2020
Q1 | $854K | Sell |
5,914
-395
| -6% | -$57K | 0.21% | 89 |
|
|
2019
Q4 | $897K | Buy |
6,309
+32
| +0.5% | +$4.55K | 0.17% | 106 |
|
|
2019
Q3 | $873K | Sell |
6,277
-24
| -0.4% | -$3.34K | 0.19% | 101 |
|
|
2019
Q2 | $821K | Buy |
6,301
+39
| +0.6% | +$5.08K | 0.19% | 104 |
|
|
2019
Q1 | $802K | Sell |
6,262
-46,930
| -88% | -$6.01M | 0.19% | 111 |
|
|
2018
Q4 | $5.78M | Sell |
53,192
-1,107
| -2% | -$120K | 1.58% | 14 |
|
|
2018
Q3 | $6.05M | Sell |
54,299
-167
| -0.3% | -$18.6K | 1.42% | 21 |
|
|
2018
Q2 | $5.87M | Buy |
54,466
+798
| +1% | +$86K | 1.55% | 15 |
|
|
2018
Q1 | $5.88M | Buy |
53,668
+1,166
| +2% | +$128K | 1.73% | 13 |
|
|
2017
Q4 | $5.83M | Buy |
+52,502
| New | +$5.83M | 1.56% | 15 |
|
|
2017
Q3 | – | Sell |
-58,201
| Closed | -$5.83M | – | 125 |
|
|
2017
Q2 | $5.83M | Buy |
58,201
+191
| +0.3% | +$19.1K | 1.73% | 17 |
|
|
2017
Q1 | $5.48M | Buy |
58,010
+4,292
| +8% | +$405K | 1.67% | 19 |
|
|
2016
Q4 | $4.66M | Sell |
53,718
-4,178
| -7% | -$363K | 1.52% | 25 |
|
|
2016
Q3 | $5.45M | Buy |
57,896
+1,169
| +2% | +$110K | 1.91% | 15 |
|
|
2016
Q2 | $5.75M | Buy |
56,727
+1,457
| +3% | +$148K | 2.16% | 11 |
|
|
2016
Q1 | $4.78M | Buy |
55,270
+47,995
| +660% | +$4.15M | 2.13% | 14 |
|
|
2015
Q4 | $629K | Buy |
7,275
+105
| +1% | +$9.08K | 0.27% | 79 |
|
|
2015
Q3 | $565K | Sell |
7,170
-75
| -1% | -$5.91K | 0.26% | 79 |
|
|
2015
Q2 | $582K | Buy |
7,245
+810
| +13% | +$65.1K | 0.26% | 81 |
|
|
2015
Q1 | $538K | Buy |
+6,435
| New | +$538K | 0.25% | 78 |
|