WJWM
Williams Jones Wealth Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Sell |
184,817
-5,143
| -3% | -$528K | 0.23% | 71 |
|
|
2025
Q1 | $19.8M | Sell |
189,960
-12,968
| -6% | -$1.35M | 0.25% | 68 |
|
|
2024
Q4 | $18.4M | Sell |
202,928
-21,743
| -10% | -$1.97M | 0.22% | 73 |
|
|
2024
Q3 | $26.7M | Sell |
224,671
-5,164
| -2% | -$613K | 0.31% | 61 |
|
|
2024
Q2 | $22.5M | Sell |
229,835
-22,944
| -9% | -$2.24M | 0.28% | 65 |
|
|
2024
Q1 | $26.8M | Sell |
252,779
-2,636
| -1% | -$279K | 0.34% | 62 |
|
|
2023
Q4 | $29.4M | Sell |
255,415
-7,341
| -3% | -$846K | 0.41% | 53 |
|
|
2023
Q3 | $24.2M | Sell |
262,756
-541,359
| -67% | -$49.8M | 0.37% | 59 |
|
|
2023
Q2 | $91.6M | Sell |
804,115
-35,198
| -4% | -$4.01M | 1.37% | 25 |
|
|
2023
Q1 | $112M | Buy |
839,313
+35,489
| +4% | +$4.75M | 1.76% | 17 |
|
|
2022
Q4 | $109M | Sell |
803,824
-14,795
| -2% | -$2.01M | 1.83% | 17 |
|
|
2022
Q3 | $118M | Sell |
818,619
-13,092
| -2% | -$1.89M | 2.06% | 14 |
|
|
2022
Q2 | $140M | Buy |
831,711
+8,422
| +1% | +$1.42M | 2.27% | 11 |
|
|
2022
Q1 | $152M | Sell |
823,289
-2,125
| -0.3% | -$392K | 2.12% | 12 |
|
|
2021
Q4 | $172M | Buy |
825,414
+7,835
| +1% | +$1.64M | 2.15% | 11 |
|
|
2021
Q3 | $142M | Buy |
817,579
+8,811
| +1% | +$1.53M | 1.98% | 15 |
|
|
2021
Q2 | $158M | Sell |
808,768
-140
| -0% | -$27.3K | 2.21% | 11 |
|
|
2021
Q1 | $139M | Buy |
808,908
+13,493
| +2% | +$2.32M | 2.18% | 12 |
|
|
2020
Q4 | $127M | Buy |
795,415
+18,776
| +2% | +$2.99M | 2.07% | 13 |
|
|
2020
Q3 | $129M | Sell |
776,639
-9,452
| -1% | -$1.57M | 2.39% | 10 |
|
|
2020
Q2 | $132M | Buy |
786,091
+1,689
| +0.2% | +$283K | 2.69% | 9 |
|
|
2020
Q1 | $113M | Sell |
784,402
-29,862
| -4% | -$4.31M | 2.96% | 7 |
|
|
2019
Q4 | $116M | Sell |
814,264
-21,709
| -3% | -$3.09M | 2.21% | 10 |
|
|
2019
Q3 | $116M | Buy |
+835,973
| New | +$116M | 2.38% | 8 |
|