WKWM
Walter & Keenan Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,440
| Closed | -$312K | – | 150 |
|
|
2024
Q4 | $312K | Sell |
3,440
-2,272
| -40% | -$206K | 0.09% | 125 |
|
|
2024
Q3 | $678K | Sell |
5,712
-83
| -1% | -$9.85K | 0.21% | 95 |
|
|
2024
Q2 | $566K | Sell |
5,795
-3
| -0.1% | -$293 | 0.18% | 97 |
|
|
2024
Q1 | $614K | Buy |
5,798
+15
| +0.3% | +$1.59K | 0.2% | 95 |
|
|
2023
Q4 | $666K | Sell |
5,783
-646
| -10% | -$74.4K | 0.24% | 84 |
|
|
2023
Q3 | $592K | Sell |
6,429
-3,899
| -38% | -$359K | 0.23% | 90 |
|
|
2023
Q2 | $1.18M | Sell |
10,328
-357
| -3% | -$40.7K | 0.43% | 62 |
|
|
2023
Q1 | $1.43M | Sell |
10,685
-1,313
| -11% | -$176K | 0.54% | 51 |
|
|
2022
Q4 | $1.63M | Buy |
11,998
+682
| +6% | +$92.5K | 0.64% | 46 |
|
|
2022
Q3 | $1.64M | Sell |
11,316
-603
| -5% | -$87.2K | 0.69% | 44 |
|
|
2022
Q2 | $2.01M | Buy |
11,919
+260
| +2% | +$43.8K | 0.79% | 42 |
|
|
2022
Q1 | $2.15M | Buy |
11,659
+175
| +2% | +$32.3K | 0.73% | 47 |
|
|
2021
Q4 | $2.4M | Hold |
11,484
| – | – | 0.78% | 42 |
|
|
2021
Q3 | $1.99M | Buy |
11,484
+34
| +0.3% | +$5.89K | 0.68% | 47 |
|
|
2021
Q2 | $2.23M | Hold |
11,450
| – | – | 0.77% | 42 |
|
|
2021
Q1 | $1.97M | Buy |
11,450
+200
| +2% | +$34.4K | 0.7% | 48 |
|
|
2020
Q4 | $1.79M | Hold |
11,250
| – | – | 0.65% | 44 |
|
|
2020
Q3 | $1.87M | Hold |
11,250
| – | – | 0.74% | 44 |
|
|
2020
Q2 | $1.88M | Buy |
+11,250
| New | +$1.88M | 0.76% | 44 |
|
|
2020
Q1 | – | Sell |
-12,150
| Closed | -$1.73M | – | 127 |
|
|
2019
Q4 | $1.73M | Hold |
12,150
| – | – | 0.66% | 47 |
|
|
2019
Q3 | $1.69M | Hold |
12,150
| – | – | 0.64% | 47 |
|
|
2019
Q2 | $1.58M | Buy |
12,150
+200
| +2% | +$26.1K | 0.7% | 42 |
|
|
2019
Q1 | $1.53M | Hold |
11,950
| – | – | 0.67% | 43 |
|
|
2018
Q4 | $1.3M | Hold |
11,950
| – | – | 0.58% | 46 |
|
|
2018
Q3 | $1.33K | Hold |
11,950
| – | – | 0.4% | 52 |
|
|
2018
Q2 | $1.29M | Buy |
11,950
+600
| +5% | +$64.7K | 0.55% | 53 |
|
|
2018
Q1 | $1.24M | Sell |
11,350
-1,000
| -8% | -$110K | 0.54% | 55 |
|
|
2017
Q4 | $1.37M | Hold |
12,350
| – | – | 0.58% | 56 |
|
|
2017
Q3 | $1.24M | Hold |
12,350
| – | – | 0.57% | 58 |
|
|
2017
Q2 | $1.24M | Buy |
12,350
+100
| +0.8% | +$10K | 0.62% | 54 |
|
|
2017
Q1 | $1.16M | Buy |
+12,250
| New | +$1.16M | 0.6% | 53 |
|