Whittier Trust’s Consensus Cloud Solutions CCSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-59
| Closed | -$1.41K | – | 1501 |
|
|
2024
Q4 | $1.41K | Hold |
59
| – | – | ﹤0.01% | 1474 |
|
|
2024
Q3 | $1.39K | Hold |
59
| – | – | ﹤0.01% | 1477 |
|
|
2024
Q2 | $1.01K | Hold |
59
| – | – | ﹤0.01% | 1466 |
|
|
2024
Q1 | $935 | Hold |
59
| – | – | ﹤0.01% | 1458 |
|
|
2023
Q4 | $1.55K | Hold |
59
| – | – | ﹤0.01% | 1420 |
|
|
2023
Q3 | $1.49K | Hold |
59
| – | – | ﹤0.01% | 1495 |
|
|
2023
Q2 | $1.83K | Sell |
59
-13
| -18% | -$403 | ﹤0.01% | 1453 |
|
|
2023
Q1 | $2.45K | Hold |
72
| – | – | ﹤0.01% | 1469 |
|
|
2022
Q4 | $3.87K | Hold |
72
| – | – | ﹤0.01% | 1419 |
|
|
2022
Q3 | $3K | Hold |
72
| – | – | ﹤0.01% | 1512 |
|
|
2022
Q2 | $3K | Hold |
72
| – | – | ﹤0.01% | 1504 |
|
|
2022
Q1 | $4K | Hold |
72
| – | – | ﹤0.01% | 1476 |
|
|
2021
Q4 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 1431 |
|