Vista Wealth Management Group, LLC
- SEC CIK
- 0001800593
- Latest filing
- Apr 17, 2025
CCC holding history
CCC Intelligent Solutions Holdings Inc. in every 13F filed by Vista Wealth Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CCC overviewAll 13F holders of CCCFull Q1 2025 holdings
- Shares (Q1 2025)
- 4,890,424
- Value
- $44.2M
- % of portfolio
- 2.9%
- Quarters held
- 12
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 4,890,424 | $44.2M | 2.9% | −640,149−11.6% | Reduced | Holders |
| Q4 2024 | 5,530,573 | $64.9M | 4.2% | −250,352−4.3% | Reduced | Holders |
| Q3 2024 | 5,780,925 | $63.9M | 4.2% | +3,135,650+118.5% | Added | Holders |
| Q2 2024 | 2,645,275 | $29.4M | 2.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 2,645,275 | $31.6M | 2.4% | −377,183−12.5% | Reduced | Holders |
| Q4 2023 | 3,022,458 | $34.4M | 2.9% | −1,962,542−39.4% | Reduced | Holders |
| Q3 2023 | 4,985,000 | $66.5M | 6.4% | +260,000+5.5% | Added | Holders |
| Q2 2023 | 4,725,000 | $53.0M | 5.2% | 00.0% | Unchanged | Holders |
| Q1 2023 | 4,725,000 | $42.4M | 4.6% | 00.0% | Unchanged | Holders |
| Q4 2022 | 4,725,000 | $41.1M | 5.0% | 00.0% | Unchanged | Holders |
| Q3 2022 | 4,725,000 | $40.2M | 5.1% | +3,982,500+536.4% | Added | Holders |
| Q2 2022 | 742,500 | $6.85M | 1.0% | +742,500 | New | Holders |