Number of Shares
172,237.00
Current Holdings Value*
$2.02 Mil
% of Portfolio
1.21%
Total Estimate Gain
$-6.58 Mil
% of Total Estimate Gain
-56.12%

CCG WEALTH MANAGEMENT, LLC's HomeStreet Inc Holding Summary

As of 2025-03-31, CCG WEALTH MANAGEMENT, LLC held 172,237.00 shares of HomeStreet Inc(HMST), totaling $2.02 Mil. This investment constitutes 1.21% of their stock portfolio, and CCG WEALTH MANAGEMENT, LLC now holds 0.91% of the outstanding HomeStreet Inc(HMST) stock.

The initial trade took place in 2021Q2. And since then CCG WEALTH MANAGEMENT, LLC has made 3 purchases of HMST, at an average price of $36.26, for a total of 323,117.00 shares. In addition, there have been 9 sales at an average price of $18.84 for 150,880.00 shares. Based on historical transaction data and HMST's current price of $13.35, CCG WEALTH MANAGEMENT, LLC's estimated gain on his HMST holdings is $-6.58 Mil, reflecting a -56.12% gain to date.

CCG WEALTH MANAGEMENT, LLC HMST ($13.35) Holding Chart

CCG WEALTH MANAGEMENT, LLC HMST ($13.35) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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