BTWM
Baker Tilly Wealth Management’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Sell |
7,789
-453
| -5% | -$36.4K | 0.22% | 107 |
|
|
2025
Q1 | $653K | Buy |
8,242
+465
| +6% | +$36.8K | 0.26% | 99 |
|
|
2024
Q4 | $557K | Buy |
7,777
+1,224
| +19% | +$87.6K | 0.22% | 106 |
|
|
2024
Q3 | $494K | Buy |
6,553
+1,420
| +28% | +$107K | 0.22% | 115 |
|
|
2024
Q2 | $381K | Sell |
5,133
-314
| -6% | -$23.3K | 0.16% | 160 |
|
|
2024
Q1 | $526K | Sell |
5,447
-107
| -2% | -$10.3K | 0.1% | 238 |
|
|
2023
Q4 | $485K | Sell |
5,554
-1,299
| -19% | -$114K | 0.08% | 287 |
|
|
2023
Q3 | $527K | Sell |
6,853
-12,462
| -65% | -$958K | 0.09% | 243 |
|
|
2023
Q2 | $1.72M | Buy |
19,315
+831
| +4% | +$74K | 0.18% | 123 |
|
|
2023
Q1 | $1.27M | Sell |
18,484
-1,163
| -6% | -$80.1K | 0.14% | 162 |
|
|
2022
Q4 | $1.52M | Buy |
19,647
+6,366
| +48% | +$492K | 0.19% | 126 |
|
|
2022
Q3 | $925K | Sell |
13,281
-2,279
| -15% | -$159K | 0.13% | 175 |
|
|
2022
Q2 | $940K | Buy |
15,560
+594
| +4% | +$35.9K | 0.12% | 181 |
|
|
2022
Q1 | $997K | Buy |
14,966
+4,305
| +40% | +$287K | 0.11% | 196 |
|
|
2021
Q4 | $843K | Buy |
10,661
+2,366
| +29% | +$187K | 0.09% | 241 |
|
|
2021
Q3 | $714K | Buy |
8,295
+2,589
| +45% | +$223K | 0.09% | 237 |
|
|
2021
Q2 | $473K | Buy |
5,706
+5,350
| +1,503% | +$443K | 0.08% | 292 |
|
|
2021
Q1 | $293K | Buy |
+356
| New | +$293K | 0.06% | 362 |
|