Wealth Enhancement Advisory Services
CCSI icon

Wealth Enhancement Advisory Services’s Consensus Cloud Solutions CCSI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CCSI Stock Details CCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$504K Buy
13,448
+521
+4% +$15.6K ﹤0.01% 2673
2026
Q1 		$310K Buy
12,927
+1,428
+12% +$36.7K ﹤0.01% 2739
2025
Q4 		$245K Buy
11,499
+473
+4% +$11.6K ﹤0.01% 3097
2025
Q3 		$293K Sell
11,026
-195
-2% -$4.83K ﹤0.01% 2816
2025
Q2 		$265K Sell
11,221
-3,778
-25% -$81.4K ﹤0.01% 2741
2025
Q1 		$346K Buy
14,999
+385
+3% +$9.91K ﹤0.01% 2331
2024
Q4 		$349K Buy
14,614
+4,346
+42% +$102K ﹤0.01% 2256
2024
Q3 		$242K Buy
+10,268
New +$214K ﹤0.01% 2327

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GI
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VCM
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TWD
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