Venturi Wealth Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,323
| Closed | -$120K | – | 768 |
|
|
2024
Q4 | $120K | Buy |
1,323
+1,283
| +3,208% | +$116K | 0.01% | 697 |
|
|
2024
Q3 | $4.7K | Sell |
40
-87
| -69% | -$10.2K | ﹤0.01% | 1440 |
|
|
2024
Q2 | $12.4K | Sell |
127
-3,056
| -96% | -$298K | ﹤0.01% | 1059 |
|
|
2024
Q1 | $337K | Buy |
3,183
+3,159
| +13,163% | +$334K | 0.02% | 303 |
|
|
2023
Q4 | $2.72K | Sell |
24
-17
| -41% | -$1.93K | ﹤0.01% | 1142 |
|
|
2023
Q3 | $3.74K | Buy |
41
+12
| +41% | +$1.1K | ﹤0.01% | 1048 |
|
|
2023
Q2 | $3.27K | Sell |
29
-34
| -54% | -$3.83K | ﹤0.01% | 824 |
|
|
2023
Q1 | $8.39K | Buy |
+63
| New | +$8.39K | ﹤0.01% | 746 |
|
|
2020
Q4 | – | Sell |
-3,694
| Closed | -$645K | – | 311 |
|
|
2020
Q3 | $645K | Buy |
3,694
+242
| +7% | +$42.3K | 0.07% | 173 |
|
|
2020
Q2 | $578K | Buy |
3,452
+1,030
| +43% | +$172K | 0.08% | 171 |
|
|
2020
Q1 | $350K | Sell |
2,422
-452
| -16% | -$65.3K | 0.06% | 155 |
|
|
2019
Q4 | $409K | Sell |
2,874
-100
| -3% | -$14.2K | 0.05% | 168 |
|
|
2019
Q3 | $413K | Sell |
2,974
-1,126
| -27% | -$156K | 0.05% | 154 |
|
|
2019
Q2 | $534K | Sell |
4,100
-622
| -13% | -$81K | 0.07% | 140 |
|
|
2019
Q1 | $598K | Sell |
4,722
-1,728
| -27% | -$219K | 0.08% | 130 |
|
|
2018
Q4 | $687K | Buy |
+6,450
| New | +$687K | 0.11% | 118 |
|