Carson Wealth (CWM LLC)’s CCC Intelligent Solutions CCCS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9K Buy
975
+22
+2% +$203 ﹤0.01% 4338
2025
Q1
$9K Sell
953
-504
-35% -$4.76K ﹤0.01% 4139
2024
Q4
$17K Buy
1,457
+128
+10% +$1.49K ﹤0.01% 3533
2024
Q3
$15K Sell
1,329
-1,776
-57% -$20K ﹤0.01% 3536
2024
Q2
$34K Buy
3,105
+2,419
+353% +$26.5K ﹤0.01% 2739
2024
Q1
$8K Buy
686
+178
+35% +$2.08K ﹤0.01% 3438
2023
Q4
$6K Buy
508
+73
+17% +$862 ﹤0.01% 3402
2023
Q3
$6K Sell
435
-27
-6% -$372 ﹤0.01% 3351
2023
Q2
$5K Buy
462
+348
+305% +$3.77K ﹤0.01% 3415
2023
Q1
$1K Buy
+114
New +$1K ﹤0.01% 3775