CCG Wealth Management’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Buy |
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|
2025
Q1 | $405K | Hold |
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|
2024
Q4 | $428K | Sell |
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|
2024
Q3 | $521K | Buy |
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|
2024
Q2 | $432K | Buy |
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|
2024
Q1 | $398K | Hold |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $326K | Sell |
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|
2023
Q2 | $388K | Hold |
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|
2023
Q1 | $346K | Sell |
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|
2022
Q4 | $273K | Hold |
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|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $247K | Sell |
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|
2021
Q4 | $185K | Sell |
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|
2021
Q3 | $197K | Sell |
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|
2021
Q2 | $253K | Sell |
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|
2021
Q1 | $274K | Sell |
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|
2020
Q4 | $941K | Sell |
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|
2020
Q3 | $1.1M | Hold |
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|
2020
Q2 | $1.29M | Hold |
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|
2020
Q1 | $1.08M | Hold |
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|
2019
Q4 | $2.61M | Hold |
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|
2019
Q3 | $2.56M | Hold |
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|
2019
Q2 | $3.19M | Hold |
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|
2019
Q1 | $3.24M | Hold |
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|
2018
Q4 | $2.75M | Buy |
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