OneDigital Investment Advisors’s CCC Intelligent Solutions CCCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
24,699
+532
| +2% | +$5.01K | ﹤0.01% | 1310 |
|
|
2025
Q1 | $218K | Buy |
24,167
+214
| +0.9% | +$1.93K | ﹤0.01% | 1287 |
|
|
2024
Q4 | $281K | Buy |
23,953
+361
| +2% | +$4.24K | ﹤0.01% | 1159 |
|
|
2024
Q3 | $261K | Sell |
23,592
-1,914
| -8% | -$21.2K | ﹤0.01% | 1233 |
|
|
2024
Q2 | $283K | Buy |
+25,506
| New | +$283K | ﹤0.01% | 1131 |
|
|
2024
Q1 | – | Sell |
-22,833
| Closed | -$260K | – | 1098 |
|
|
2023
Q4 | $260K | Buy |
22,833
+6,130
| +37% | +$69.8K | ﹤0.01% | 964 |
|
|
2023
Q3 | $223K | Hold |
16,703
| – | – | ﹤0.01% | 904 |
|
|
2023
Q2 | $187K | Buy |
16,703
+3,815
| +30% | +$42.8K | ﹤0.01% | 965 |
|
|
2023
Q1 | $116K | Hold |
12,888
| – | – | ﹤0.01% | 935 |
|
|
2022
Q4 | $112K | Buy |
+12,888
| New | +$112K | ﹤0.01% | 792 |
|