Visionary Wealth 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 | – | Sell |
-2,057
| Closed | -$211K | – | 596 |
|
|
2025
Q2 | $211K | Sell |
2,057
-96
| -4% | -$9.72K | 0.01% | 545 |
|
|
2025
Q1 | $224K | Buy |
+2,153
| New | +$201K | 0.01% | 501 |
|
|
2024
Q4 | – | Sell |
-3,910
| Closed | -$464K | – | 541 |
|
|
2024
Q3 | $464K | Buy |
3,910
+190
| +5% | +$20.9K | 0.03% | 353 |
|
|
2024
Q2 | $363K | Sell |
3,720
-544
| -13% | -$53.6K | 0.02% | 384 |
|
|
2024
Q1 | $451K | Buy |
4,264
+107
| +3% | +$11.6K | 0.03% | 337 |
|
|
2023
Q4 | $479K | Buy |
+4,157
| New | +$426K | 0.04% | 319 |
|
|
2023
Q3 | – | Sell |
-1,791
| Closed | -$204K | – | 456 |
|
|
2023
Q2 | $204K | Buy |
1,791
+208
| +13% | +$24.8K | 0.02% | 434 |
|
|
2023
Q1 | $212K | Sell |
1,583
-65
| -4% | -$8.99K | 0.02% | 416 |
|
|
2022
Q4 | $224K | Buy |
1,648
+2
| +0.1% | +$270 | 0.02% | 377 |
|
|
2022
Q3 | $238K | Sell |
1,646
-17
| -1% | -$2.91K | 0.02% | 339 |
|
|
2022
Q2 | $280K | Sell |
1,663
-337
| -17% | -$61.3K | 0.03% | 335 |
|
|
2022
Q1 | $369K | Buy |
2,000
+305
| +18% | +$54.3K | 0.03% | 295 |
|
|
2021
Q4 | $354K | Buy |
1,695
+153
| +10% | +$28.3K | 0.03% | 270 |
|
|
2021
Q3 | $267K | Sell |
1,542
-105
| -6% | -$20.3K | 0.03% | 260 |
|
|
2021
Q2 | $321K | Sell |
1,647
-139
| -8% | -$26K | 0.03% | 259 |
|
|
2021
Q1 | $307K | Buy |
1,786
+199
| +13% | +$31.9K | 0.03% | 248 |
|
|
2020
Q4 | $253K | Buy |
1,587
+180
| +13% | +$29.2K | 0.03% | 255 |
|
|
2020
Q3 | $234K | Buy |
1,407
+38
| +3% | +$6.27K | 0.03% | 223 |
|
|
2020
Q2 | $229K | Sell |
1,369
-316
| -19% | -$50.9K | 0.03% | 211 |
|
|
2020
Q1 | $243K | Buy |
+1,685
| New | +$251K | 0.05% | 168 |
|
Other funds holding CCI
