AE Wealth Management’s CoStar Group CSGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$800K Sell
19,831
-4,681
-19% -$244K ﹤0.01% 908
2025
Q4
$1.65M Sell
24,512
-3,134
-11% -$222K 0.01% 666
2025
Q3
$2.33M Sell
27,646
-995
-3% -$87.9K 0.01% 526
2025
Q2
$2.3M Sell
28,641
-2,929
-9% -$228K 0.02% 500
2025
Q1
$2.5M Sell
31,570
-6,038
-16% -$459K 0.02% 471
2024
Q4
$2.69M Sell
37,608
-66
-0.2% -$4.98K 0.02% 467
2024
Q3
$2.84M Sell
37,674
-6,761
-15% -$513K 0.03% 443
2024
Q2
$3.29M Sell
44,435
-872
-2% -$73.9K 0.03% 418
2024
Q1
$4.38M Sell
45,307
-134,668
-75% -$11.6M 0.05% 323
2023
Q4
$15.3M Sell
179,975
-13,352
-7% -$1.08M 0.08% 294
2023
Q3
$14.9M Buy
193,327
+7,568
+4% +$627K 0.09% 268
2023
Q2
$16.5M Buy
185,759
+4,066
+2% +$314K 0.1% 243
2023
Q1
$12.5M Sell
181,693
-4,633
-2% -$342K 0.08% 299
2022
Q4
$14.4M Sell
186,326
-6,268
-3% -$490K 0.1% 232
2022
Q3
$13.4M Sell
192,594
-10,498
-5% -$729K 0.11% 198
2022
Q2
$12.3M Sell
203,092
-3,606
-2% -$218K 0.1% 230
2022
Q1
$13.8M Buy
206,698
+10,683
+5% +$709K 0.09% 221
2021
Q4
$15.5M Sell
196,015
-11,448
-6% -$961K 0.11% 192
2021
Q3
$17.9M Buy
207,463
+22,352
+12% +$1.93M 0.15% 152
2021
Q2
$15.3M Buy
185,111
+14,291
+8% +$1.24M 0.13% 154
2021
Q1
$14M Buy
170,820
+59,970
+54% +$5.18M 0.14% 150
2020
Q4
$10.2M Buy
110,850
+34,500
+45% +$3.02M 0.12% 177
2020
Q3
$6.48M Buy
76,350
+26,890
+54% +$2.14M 0.09% 197
2020
Q2
$3.52M Buy
49,460
+31,230
+171% +$2.02M 0.05% 277
2020
Q1
$1.07M Buy
18,230
+9,080
+99% +$592K 0.02% 468
2019
Q4
$547K Buy
+9,150
New +$534K 0.01% 713

Other funds holding CSGP