Institutions / Ccg Wealth Management, LLC / Activity
Activity — Ccg Wealth Management, LLC
73 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908629 Common stock | $270.4K | +3K +344.56% | 4,330 0.08% of portfolio | low |
| Q2 2026 as of | Add | 464287655 Common stock | $223.8K | +745 +55.97% | 2,076 0.14% of portfolio | low |
| Q2 2026 as of | Add | Bank of America Corp /De Common stock | $208.2K | +4K +78.13% | 8,331 0.11% of portfolio | low |
| Q2 2026 as of | Add | Chevron Corp Common stock | $204.4K | +1K +19.12% | 7,681 0.30% of portfolio | low |
| Q2 2026 as of | Add | Broadcom Inc. Common stock | $181.7K | +481 +15.32% | 3,620 0.32% of portfolio | low |
| Q2 2026 as of | Add | Blackstone Inc Common stock | $104.7K | +890 +44.23% | 2,902 0.08% of portfolio | low |
| Q2 2026 as of | Add | Coca Cola Co Common stock | $99.6K | +1K +26.55% | 5,805 0.11% of portfolio | low |
| Q2 2026 as of | Add | 464287507 Common stock | $96.0K | +1K +8.62% | 15,681 0.28% of portfolio | low |
| Q2 2026 as of | Add | Johnson & Johnson Common stock | $95.2K | +375 +22.62% | 2,033 0.12% of portfolio | low |
| Q2 2026 as of | Add | ELI LILLY & Co Common stock | $85.2K | +71 +14.12% | 574 0.16% of portfolio | low |
| Q2 2026 as of | Add | Qualcomm INC/DE Common stock | $47.3K | +256 +6.66% | 4,101 0.18% of portfolio | low |
| Q2 2026 as of | Add | 464287481 Common stock | $39.2K | +268 +10.67% | 2,780 0.09% of portfolio | low |
| Q2 2026 as of | Add | 808524300 Common stock | $31.7K | +936 +7.54% | 13,347 0.10% of portfolio | low |
| Q2 2026 as of | Add | 46641Q761 Common stock | $31.2K | +432 +9.09% | 5,185 0.09% of portfolio | low |
| Q2 2026 as of | Add | Curtiss Wright Corp Common stock | $28.0K | +37 +1.73% | 2,171 0.38% of portfolio | low |
| Q2 2026 as of | Add | 808524409 Common stock | $23.6K | +679 +7.61% | 9,598 0.08% of portfolio | low |
| Q2 2026 as of | Add | Teledyne Technologies Inc Common stock | $11.3K | +17 +3.19% | 550 0.09% of portfolio | low |
| Q2 2026 as of | Add | Pfizer Inc Common stock | $9.2K | +382 +3.90% | 10,166 0.06% of portfolio | low |
| Q2 2026 as of | Add | 92204A504 Common stock | $7.8K | +26 +0.72% | 3,631 0.25% of portfolio | low |
| Q2 2026 as of | Add | 808524797 Common stock | $7.0K | +221 +0.78% | 28,586 0.21% of portfolio | low |
| Q2 2026 as of | Add | ATI Inc Common stock | $6.5K | +33 +0.42% | 7,815 0.36% of portfolio | low |
| Q2 2026 as of | Add | 922908595 Common stock | $4.0K | +11 +0.51% | 2,153 0.18% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $1.0K | +3 +0.04% | 7,965 0.63% of portfolio | low |