CCG WEALTH MANAGEMENT, LLC SRE Holdings History
CCG WEALTH MANAGEMENT, LLC's Sempra Holding Summary
As of 2025-03-31, CCG WEALTH MANAGEMENT, LLC held 47,866.00 shares of Sempra(SRE), totaling $3.42 Mil. This investment constitutes 2.04% of their stock portfolio, and CCG WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Sempra(SRE) stock.
The initial trade took place in 2018Q4. And since then CCG WEALTH MANAGEMENT, LLC has made 4 purchases of SRE, at an average price of $58.65, for a total of 58,682.00 shares. In addition, there have been 8 sales at an average price of $73.90 for 10,816.00 shares. Based on historical transaction data and SRE's current price of $78.25, CCG WEALTH MANAGEMENT, LLC's estimated gain on his SRE holdings is $1.10 Mil, reflecting a 32.05% gain to date.
CCG WEALTH MANAGEMENT, LLC SRE ($78.25) Holding Chart
CCG WEALTH MANAGEMENT, LLC SRE ($78.25) 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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