BZWA
Blue Zone Wealth Advisors’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53M | Buy |
68,825
+2,469
| +4% | +$199K | 1.38% | 34 |
|
|
2025
Q1 | $5.26M | Buy |
66,356
+6,683
| +11% | +$529K | 1.46% | 32 |
|
|
2024
Q4 | $4.27M | Buy |
59,673
+4,369
| +8% | +$313K | 1.23% | 39 |
|
|
2024
Q3 | $4.17M | Buy |
55,304
+3,575
| +7% | +$270K | 1.3% | 38 |
|
|
2024
Q2 | $3.84M | Sell |
51,729
-792
| -2% | -$58.7K | 1.32% | 34 |
|
|
2024
Q1 | $5.07M | Buy |
52,521
+875
| +2% | +$84.5K | 1.74% | 23 |
|
|
2023
Q4 | $4.51M | Buy |
51,646
+843
| +2% | +$73.7K | 1.8% | 26 |
|
|
2023
Q3 | $3.91M | Buy |
50,803
+1,746
| +4% | +$134K | 1.71% | 22 |
|
|
2023
Q2 | $4.37M | Buy |
49,057
+3,590
| +8% | +$320K | 2.01% | 18 |
|
|
2023
Q1 | $3.13M | Sell |
45,467
-11
| -0% | -$757 | 1.67% | 24 |
|
|
2022
Q4 | $3.51M | Buy |
45,478
+536
| +1% | +$41.4K | 1.88% | 18 |
|
|
2022
Q3 | $3.13M | Buy |
44,942
+377
| +0.8% | +$26.3K | 1.62% | 19 |
|
|
2022
Q2 | $2.69M | Buy |
44,565
+1,788
| +4% | +$108K | 1.22% | 35 |
|
|
2022
Q1 | $2.85M | Buy |
42,777
+5,797
| +16% | +$386K | 1.06% | 37 |
|
|
2021
Q4 | $2.92M | Buy |
36,980
+2,727
| +8% | +$216K | 0.97% | 42 |
|
|
2021
Q3 | $2.95M | Buy |
+34,253
| New | +$2.95M | 1.02% | 35 |
|