WBH Advisory’s Crown Castle CCI Stock Holding History

WBH Advisory’s Portfolio CCI Stock Details CCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$375K	Hold	3,650	–	–	0.03%	262
2025 Q1	$380K	Sell	3,650 -475	-12%	-$49.5K	0.04%	243
2024 Q4	$374K	Sell	4,125 -135	-3%	-$12.3K	0.03%	241
2024 Q3	$505K	Sell	4,260 -89	-2%	-$10.6K	0.05%	215
2024 Q2	$425K	Sell	4,349 -435	-9%	-$42.5K	0.04%	225
2024 Q1	$506K	Sell	4,784 -126	-3%	-$13.3K	0.05%	212
2023 Q4	$566K	Hold	4,910	–	–	0.06%	199
2023 Q3	$452K	Sell	4,910 -250	-5%	-$23K	0.06%	210
2023 Q2	$588K	Hold	5,160	–	–	0.07%	185
2023 Q1	$691K	Buy	+5,160	New	+$691K	0.09%	178
2022 Q3	$760K	Sell	5,260 -325	-6%	-$47K	0.11%	159
2022 Q2	$962K	Sell	5,585 -100	-2%	-$17.2K	0.13%	143
2022 Q1	$1.09M	Buy	5,685 +250	+5%	+$48K	0.13%	136
2021 Q4	$1.14M	Sell	5,435 -50	-0.9%	-$10.4K	0.13%	142
2021 Q3	$951K	Sell	5,485 -15	-0.3%	-$2.6K	0.13%	143
2021 Q2	$1.06M	Sell	5,500 -300	-5%	-$57.7K	0.15%	119
2021 Q1	$998K	Sell	5,800 -85	-1%	-$14.6K	0.16%	117
2020 Q4	$936K	Sell	5,885 -450	-7%	-$71.6K	0.16%	112
2020 Q3	$1.06M	Sell	6,335 -200	-3%	-$33.3K	0.21%	97
2020 Q2	$1.09M	Buy	+6,535	New	+$1.09M	0.26%	92
2020 Q1	–	Sell	-7,185	Closed	-$1.02M	–	219
2019 Q4	$1.02M	Hold	7,185	–	–	0.21%	103
2019 Q3	$998K	Sell	7,185 -900	-11%	-$125K	0.22%	99
2019 Q2	$1.05M	Sell	8,085 -500	-6%	-$65.1K	0.24%	94
2019 Q1	$1.1M	Buy	8,585 +135	+2%	+$17.3K	0.26%	91
2018 Q4	$917	Sell	8,450 -475	-5%	-$52	0.22%	96
2018 Q3	$993K	Sell	8,925 -450	-5%	-$50.1K	0.24%	100
2018 Q2	$1.01M	Buy	9,375 +100	+1%	+$10.8K	0.26%	92
2018 Q1	$1.02M	Sell	9,275 -25	-0.3%	-$2.74K	0.28%	86
2017 Q4	$1.03M	Hold	9,300	–	–	0.28%	86
2017 Q3	$929K	Sell	9,300 -150	-2%	-$15K	0.26%	88
2017 Q2	$946K	Buy	9,450 +110	+1%	+$11K	0.27%	84
2017 Q1	$882K	Sell	9,340 -50	-0.5%	-$4.72K	0.26%	84
2016 Q4	$814K	Sell	9,390 -100	-1%	-$8.67K	0.27%	87
2016 Q3	$894K	Hold	9,490	–	–	0.31%	78
2016 Q2	$962K	Buy	9,490 +75	+0.8%	+$7.6K	0.37%	63
2016 Q1	$814K	Hold	9,415	–	–	0.27%	74
2015 Q4	$813	Sell	9,415 -600	-6%	-$52	0.28%	72
2015 Q3	$789K	Buy	10,015 +200	+2%	+$15.8K	0.33%	76
2015 Q2	$788K	Sell	9,815 -200	-2%	-$16.1K	0.31%	82
2015 Q1	$826	Hold	10,015	–	–	0.23%	81
2014 Q4	$788K	Sell	10,015 -500	-5%	-$39.3K	0.3%	81
2014 Q3	$846K	Hold	10,515	–	–	0.3%	75
2014 Q2	$780K	Sell	10,515 -150	-1%	-$11.1K	0.29%	86
2014 Q1	$786K	Buy	10,665 +225	+2%	+$16.6K	0.31%	82
2013 Q4	$766K	Sell	10,440 -425	-4%	-$31.2K	0.31%	89
2013 Q3	$793K	Hold	10,865	–	–	0.36%	76
2013 Q2	$786K	Buy	+10,865	New	+$786K	0.36%	76