Walter & Keenan Wealth Management’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 Q1	–	Sell	-3,440	Closed	-$312K	–	150
2024 Q4	$312K	Sell	3,440 -2,272	-40%	-$238K	0.09%	125
2024 Q3	$678K	Sell	5,712 -83	-1%	-$9.14K	0.21%	95
2024 Q2	$566K	Sell	5,795 -3	-0.1%	-$295	0.18%	97
2024 Q1	$614K	Buy	5,798 +15	+0.3%	+$1.63K	0.2%	95
2023 Q4	$666K	Sell	5,783 -646	-10%	-$66.2K	0.24%	84
2023 Q3	$592K	Sell	6,429 -3,899	-38%	-$404K	0.23%	90
2023 Q2	$1.18M	Sell	10,328 -357	-3%	-$42.5K	0.43%	62
2023 Q1	$1.43M	Sell	10,685 -1,313	-11%	-$182K	0.54%	51
2022 Q4	$1.63M	Buy	11,998 +682	+6%	+$92.2K	0.64%	46
2022 Q3	$1.64M	Sell	11,316 -603	-5%	-$103K	0.69%	44
2022 Q2	$2.01M	Buy	11,919 +260	+2%	+$47.3K	0.79%	42
2022 Q1	$2.15M	Buy	11,659 +175	+2%	+$31.2K	0.73%	47
2021 Q4	$2.4M	Hold	11,484	–	–	0.78%	42
2021 Q3	$1.99M	Buy	11,484 +34	+0.3%	+$6.57K	0.68%	47
2021 Q2	$2.23M	Hold	11,450	–	–	0.77%	42
2021 Q1	$1.97M	Buy	11,450 +200	+2%	+$32K	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	+$1.81M	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%	+$25.7K	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%	+$62.3K	0.55%	53
2018 Q1	$1.24M	Sell	11,350 -1,000	-8%	-$109K	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%	+$9.82K	0.62%	54
2017 Q1	$1.16M	Buy	+12,250	New	+$1.1M	0.6%	53