Integrated Investment Consultants’s Consensus Cloud Solutions CCSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$763K	Sell	32,145 -50,801	-61%	-$1.31M	0.16%	92
2025 Q4	$1.81M	Sell	82,946 -2,389	-3%	-$58.8K	0.36%	54
2025 Q3	$2.51M	Sell	85,335 -80,925	-49%	-$2.01M	0.43%	40
2025 Q2	$3.83M	Sell	166,260 -4,046	-2%	-$87.1K	0.75%	28
2025 Q1	$3.93M	Hold	170,306	–	–	0.78%	25
2024 Q4	$4.06M	Buy	170,306 +14,449	+9%	+$339K	0.84%	24
2024 Q3	$3.67M	Buy	155,857 +19,948	+15%	+$416K	0.8%	25
2024 Q2	$2.16M	Hold	135,909	–	–	0.59%	31
2024 Q1	$2.16M	Buy	135,909 +87,308	+180%	+$1.56M	0.59%	31
2023 Q4	$1.27M	Buy	48,601 +19,890	+69%	+$467K	0.4%	39
2023 Q3	$723K	Buy	28,711 +20,350	+243%	+$611K	0.26%	63
2023 Q2	$259K	Buy	+8,361	New	+$294K	0.08%	218