WAS
Wealth Advisory Solutions’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,804
| Closed | -$254K | – | 139 |
|
|
2024
Q4 | $254K | Sell |
2,804
-14,369
| -84% | -$1.3M | 0.07% | 111 |
|
|
2024
Q3 | $2.04M | Sell |
17,173
-1,034
| -6% | -$123K | 0.56% | 43 |
|
|
2024
Q2 | $1.78M | Buy |
18,207
+3,223
| +22% | +$315K | 0.48% | 46 |
|
|
2024
Q1 | $1.59M | Buy |
14,984
+4,951
| +49% | +$524K | 0.41% | 54 |
|
|
2023
Q4 | $1.16M | Sell |
10,033
-6,433
| -39% | -$741K | 0.4% | 42 |
|
|
2023
Q3 | $1.52M | Buy |
+16,466
| New | +$1.52M | 0.3% | 55 |
|
|
2023
Q2 | – | Sell |
-13,607
| Closed | -$1.82M | – | 97 |
|
|
2023
Q1 | $1.82M | Buy |
13,607
+11,687
| +609% | +$1.56M | 0.48% | 52 |
|
|
2022
Q4 | $260K | Buy |
+1,920
| New | +$260K | 0.07% | 113 |
|
|
2022
Q2 | – | Sell |
-1,752
| Closed | -$323K | – | 148 |
|
|
2022
Q1 | $323K | Buy |
+1,752
| New | +$323K | 0.07% | 116 |
|
|
2021
Q3 | $263K | Sell |
1,515
-5,431
| -78% | -$943K | 0.06% | 146 |
|
|
2021
Q2 | $1.36M | Buy |
+6,946
| New | +$1.36M | 0.32% | 79 |
|