Whittier Trust’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 | $210K | Buy |
2,046
+109
| +6% | +$11.2K | ﹤0.01% | 651 |
|
|
2025
Q1 | $202K | Sell |
1,937
-36
| -2% | -$3.75K | ﹤0.01% | 652 |
|
|
2024
Q4 | $179K | Sell |
1,973
-205
| -9% | -$18.6K | ﹤0.01% | 678 |
|
|
2024
Q3 | $258K | Buy |
2,178
+303
| +16% | +$35.9K | ﹤0.01% | 631 |
|
|
2024
Q2 | $183K | Sell |
1,875
-393
| -17% | -$38.4K | ﹤0.01% | 662 |
|
|
2024
Q1 | $240K | Buy |
2,268
+132
| +6% | +$14K | ﹤0.01% | 614 |
|
|
2023
Q4 | $246K | Sell |
2,136
-458
| -18% | -$52.8K | ﹤0.01% | 604 |
|
|
2023
Q3 | $239K | Sell |
2,594
-457
| -15% | -$42.1K | ﹤0.01% | 593 |
|
|
2023
Q2 | $348K | Sell |
3,051
-344
| -10% | -$39.2K | 0.01% | 527 |
|
|
2023
Q1 | $454K | Buy |
3,395
+319
| +10% | +$42.7K | 0.01% | 475 |
|
|
2022
Q4 | $417K | Buy |
3,076
+189
| +7% | +$25.6K | 0.01% | 497 |
|
|
2022
Q3 | $417K | Sell |
2,887
-44
| -2% | -$6.36K | 0.01% | 485 |
|
|
2022
Q2 | $494K | Buy |
2,931
+47
| +2% | +$7.92K | 0.01% | 461 |
|
|
2022
Q1 | $532K | Buy |
2,884
+75
| +3% | +$13.8K | 0.01% | 482 |
|
|
2021
Q4 | $586K | Buy |
2,809
+482
| +21% | +$101K | 0.01% | 452 |
|
|
2021
Q3 | $403K | Buy |
2,327
+413
| +22% | +$71.5K | 0.01% | 497 |
|
|
2021
Q2 | $373K | Hold |
1,914
| – | – | 0.01% | 527 |
|
|
2021
Q1 | $329K | Sell |
1,914
-164
| -8% | -$28.2K | 0.01% | 546 |
|
|
2020
Q4 | $331K | Buy |
2,078
+717
| +53% | +$114K | 0.01% | 501 |
|
|
2020
Q3 | $227K | Buy |
1,361
+193
| +17% | +$32.2K | 0.01% | 545 |
|
|
2020
Q2 | $195K | Sell |
1,168
-604
| -34% | -$101K | 0.01% | 555 |
|
|
2020
Q1 | $256K | Buy |
1,772
+152
| +9% | +$22K | 0.01% | 472 |
|
|
2019
Q4 | $230K | Buy |
1,620
+81
| +5% | +$11.5K | 0.01% | 539 |
|
|
2019
Q3 | $214K | Buy |
1,539
+116
| +8% | +$16.1K | 0.01% | 541 |
|
|
2019
Q2 | $185K | Buy |
1,423
+604
| +74% | +$78.5K | 0.01% | 546 |
|
|
2019
Q1 | $105K | Sell |
819
-810
| -50% | -$104K | ﹤0.01% | 646 |
|
|
2018
Q4 | $177K | Buy |
1,629
+750
| +85% | +$81.5K | 0.01% | 527 |
|
|
2018
Q3 | $98K | Buy |
879
+104
| +13% | +$11.6K | ﹤0.01% | 645 |
|
|
2018
Q2 | $84K | Hold |
775
| – | – | ﹤0.01% | 650 |
|
|
2018
Q1 | $85K | Hold |
775
| – | – | ﹤0.01% | 668 |
|
|
2017
Q4 | $86K | Sell |
775
-34
| -4% | -$3.77K | ﹤0.01% | 648 |
|
|
2017
Q3 | $81K | Buy |
809
+34
| +4% | +$3.4K | ﹤0.01% | 643 |
|
|
2017
Q2 | $78K | Hold |
775
| – | – | ﹤0.01% | 617 |
|
|
2017
Q1 | $73K | Hold |
775
| – | – | ﹤0.01% | 638 |
|
|
2016
Q4 | $67K | Hold |
775
| – | – | ﹤0.01% | 659 |
|
|
2016
Q3 | $73K | Hold |
775
| – | – | ﹤0.01% | 633 |
|
|
2016
Q2 | $79K | Hold |
775
| – | – | ﹤0.01% | 635 |
|
|
2016
Q1 | $67K | Hold |
775
| – | – | ﹤0.01% | 663 |
|
|
2015
Q4 | $67K | Hold |
775
| – | – | ﹤0.01% | 668 |
|
|
2015
Q3 | $61K | Hold |
775
| – | – | ﹤0.01% | 677 |
|
|
2015
Q2 | $62K | Hold |
775
| – | – | ﹤0.01% | 709 |
|
|
2015
Q1 | $64K | Hold |
775
| – | – | ﹤0.01% | 677 |
|
|
2014
Q4 | $61K | Hold |
775
| – | – | ﹤0.01% | 624 |
|
|
2014
Q3 | $62K | Hold |
775
| – | – | ﹤0.01% | 625 |
|
|
2014
Q2 | $58K | Hold |
775
| – | – | ﹤0.01% | 633 |
|
|
2014
Q1 | $57K | Hold |
775
| – | – | ﹤0.01% | 639 |
|
|
2013
Q4 | $57K | Hold |
775
| – | – | ﹤0.01% | 639 |
|
|
2013
Q3 | $57K | Hold |
775
| – | – | ﹤0.01% | 641 |
|
|
2013
Q2 | $56K | Buy |
+775
| New | +$56K | ﹤0.01% | 635 |
|