CCG Wealth Management’s Mechanics Bancorp MCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.28M Sell
2025
Q2
$2.24M Sell
2025
Q1
$2.02M Sell
2024
Q4
$2.62M Sell
2024
Q3
$3.62M Sell
2024
Q2
$2.62M Hold
2024
Q1
$3.46M Buy
2023
Q4
$1.83M Sell
2023
Q3
$1.79M Buy
2023
Q2
$1.24M Hold
2023
Q1
$3.77M Hold
2022
Q4
$5.78M Hold
2022
Q3
$6.04M Sell
2022
Q2
$7.39M Sell
2022
Q1
$10.1M Sell
2021
Q4
$11.5M Sell
2021
Q3
$10.1M Sell
2021
Q2
$10.2M Buy