Waverly 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 | $754K | Buy |
|
|||||
|
2025
Q2 | $717K | Sell |
|
|||||
|
2025
Q1 | $735K | Buy |
|
|||||
|
2024
Q4 | $604K | Sell |
|
|||||
|
2024
Q3 | $911K | Buy |
|
|||||
|
2024
Q2 | $742K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $211K | Hold |
|
|||||
|
2018
Q2 | $204K | Hold |
|
|||||
|
2018
Q1 | $207K | Sell |
|
|||||
|
2017
Q4 | $511K | Buy |
|
|||||
|
2017
Q3 | $451K | Sell |
|
|||||
|
2017
Q2 | $456K | Buy |
|
|||||
|
2017
Q1 | $382K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $8K | Hold |
|
|||||
|
2014
Q2 | $7K | Hold |
|
|||||
|
2014
Q1 | $7K | Sell |
|
|||||
|
2013
Q4 | $11K | Buy |
|