AE Wealth Management’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
28,641
-2,929
| -9% | -$235K | 0.02% | 500 |
|
|
2025
Q1 | $2.5M | Sell |
31,570
-6,038
| -16% | -$478K | 0.02% | 471 |
|
|
2024
Q4 | $2.69M | Sell |
37,608
-66
| -0.2% | -$4.73K | 0.02% | 467 |
|
|
2024
Q3 | $2.84M | Sell |
37,674
-6,761
| -15% | -$510K | 0.03% | 443 |
|
|
2024
Q2 | $3.29M | Sell |
44,435
-872
| -2% | -$64.7K | 0.03% | 418 |
|
|
2024
Q1 | $4.38M | Sell |
45,307
-134,668
| -75% | -$13M | 0.05% | 323 |
|
|
2023
Q4 | $15.3M | Sell |
179,975
-13,352
| -7% | -$1.14M | 0.08% | 294 |
|
|
2023
Q3 | $14.9M | Buy |
193,327
+7,568
| +4% | +$582K | 0.09% | 268 |
|
|
2023
Q2 | $16.5M | Buy |
185,759
+4,066
| +2% | +$362K | 0.1% | 243 |
|
|
2023
Q1 | $12.5M | Sell |
181,693
-4,633
| -2% | -$319K | 0.08% | 299 |
|
|
2022
Q4 | $14.4M | Sell |
186,326
-6,268
| -3% | -$484K | 0.1% | 232 |
|
|
2022
Q3 | $13.4M | Sell |
192,594
-10,498
| -5% | -$731K | 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% | +$712K | 0.09% | 221 |
|
|
2021
Q4 | $15.5M | Sell |
196,015
-11,448
| -6% | -$905K | 0.11% | 192 |
|
|
2021
Q3 | $17.9M | Buy |
207,463
+22,352
| +12% | +$1.92M | 0.15% | 152 |
|
|
2021
Q2 | $15.3M | Buy |
185,111
+14,291
| +8% | +$1.18M | 0.13% | 154 |
|
|
2021
Q1 | $14M | Buy |
170,820
+59,970
| +54% | +$4.93M | 0.14% | 150 |
|
|
2020
Q4 | $10.2M | Buy |
110,850
+34,500
| +45% | +$3.19M | 0.12% | 176 |
|
|
2020
Q3 | $6.48M | Buy |
76,350
+26,890
| +54% | +$2.28M | 0.09% | 196 |
|
|
2020
Q2 | $3.52M | Buy |
49,460
+31,230
| +171% | +$2.22M | 0.05% | 276 |
|
|
2020
Q1 | $1.07M | Buy |
18,230
+9,080
| +99% | +$533K | 0.02% | 465 |
|
|
2019
Q4 | $547K | Buy |
+9,150
| New | +$547K | 0.01% | 712 |
|