Valeo Financial Advisors’s CCC Intelligent Solutions CCC Stock Holding History

Valeo Financial Advisors’s Portfolio CCC Stock Details CCC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$127K	Buy
2025 Q3	$120K	Sell
2025 Q2	$126K	Buy
2025 Q1	$100K	Buy