Waverly Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Sell |
6,982
-72
| -1% | -$7.4K | 0.01% | 700 |
|
|
2025
Q1 | $735K | Buy |
7,054
+395
| +6% | +$41.2K | 0.01% | 676 |
|
|
2024
Q4 | $604K | Sell |
6,659
-1,019
| -13% | -$92.5K | 0.01% | 638 |
|
|
2024
Q3 | $911K | Buy |
7,678
+80
| +1% | +$9.49K | 0.02% | 460 |
|
|
2024
Q2 | $742K | Buy |
+7,598
| New | +$742K | 0.01% | 487 |
|
|
2018
Q4 | – | Sell |
-1,892
| Closed | -$211K | – | 133 |
|
|
2018
Q3 | $211K | Hold |
1,892
| – | – | 0.03% | 174 |
|
|
2018
Q2 | $204K | Hold |
1,892
| – | – | 0.03% | 176 |
|
|
2018
Q1 | $207K | Sell |
1,892
-2,712
| -59% | -$297K | 0.03% | 167 |
|
|
2017
Q4 | $511K | Buy |
4,604
+96
| +2% | +$10.7K | 0.07% | 146 |
|
|
2017
Q3 | $451K | Sell |
4,508
-46
| -1% | -$4.6K | 0.1% | 140 |
|
|
2017
Q2 | $456K | Buy |
4,554
+506
| +13% | +$50.7K | 0.11% | 140 |
|
|
2017
Q1 | $382K | Buy |
+4,048
| New | +$382K | 0.1% | 152 |
|
|
2014
Q4 | – | Sell |
-100
| Closed | -$8K | – | 464 |
|
|
2014
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 526 |
|
|
2014
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 513 |
|
|
2014
Q1 | $7K | Sell |
100
-56
| -36% | -$3.92K | ﹤0.01% | 487 |
|
|
2013
Q4 | $11K | Buy |
+156
| New | +$11K | ﹤0.01% | 536 |
|