Carson Wealth (CWM LLC)’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Sell |
8,391
-399
| -5% | -$32.1K | ﹤0.01% | 1457 |
|
|
2025
Q1 | $696K | Buy |
8,790
+2,153
| +32% | +$170K | ﹤0.01% | 1322 |
|
|
2024
Q4 | $475K | Sell |
6,637
-1,603
| -19% | -$115K | ﹤0.01% | 1395 |
|
|
2024
Q3 | $622K | Sell |
8,240
-1,615
| -16% | -$122K | ﹤0.01% | 1235 |
|
|
2024
Q2 | $731K | Sell |
9,855
-322
| -3% | -$23.9K | ﹤0.01% | 1047 |
|
|
2024
Q1 | $983K | Buy |
10,177
+5,208
| +105% | +$503K | ﹤0.01% | 860 |
|
|
2023
Q4 | $434K | Buy |
4,969
+234
| +5% | +$20.4K | ﹤0.01% | 1112 |
|
|
2023
Q3 | $364K | Buy |
4,735
+377
| +9% | +$29K | ﹤0.01% | 1089 |
|
|
2023
Q2 | $388K | Buy |
4,358
+950
| +28% | +$84.6K | ﹤0.01% | 1018 |
|
|
2023
Q1 | $235K | Sell |
3,408
-675
| -17% | -$46.5K | ﹤0.01% | 1136 |
|
|
2022
Q4 | $316K | Buy |
4,083
+1,051
| +35% | +$81.3K | ﹤0.01% | 934 |
|
|
2022
Q3 | $211K | Buy |
3,032
+1,336
| +79% | +$93K | ﹤0.01% | 1026 |
|
|
2022
Q2 | $102K | Buy |
1,696
+466
| +38% | +$28K | ﹤0.01% | 1305 |
|
|
2022
Q1 | $82K | Buy |
1,230
+161
| +15% | +$10.7K | ﹤0.01% | 1400 |
|
|
2021
Q4 | $84K | Buy |
+1,069
| New | +$84K | ﹤0.01% | 1368 |
|
|
2021
Q2 | $52K | Sell |
630
-5,670
| -90% | -$468K | ﹤0.01% | 1382 |
|
|
2021
Q1 | $52K | Hold |
6,300
| – | – | ﹤0.01% | 1382 |
|
|
2020
Q4 | $52K | Hold |
6,300
| – | – | ﹤0.01% | 1382 |
|
|
2020
Q3 | $52K | Hold |
6,300
| – | – | ﹤0.01% | 1382 |
|
|
2020
Q2 | $52K | Hold |
6,300
| – | – | ﹤0.01% | 1382 |
|
|
2020
Q1 | $52K | Hold |
6,300
| – | – | ﹤0.01% | 1382 |
|
|
2019
Q4 | $52K | Hold |
6,300
| – | – | ﹤0.01% | 1382 |
|
|
2019
Q3 | $52K | Hold |
6,300
| – | – | ﹤0.01% | 1382 |
|
|
2019
Q2 | $52K | Hold |
6,300
| – | – | ﹤0.01% | 1382 |
|
|
2019
Q1 | $52K | Buy |
6,300
+6,220
| +7,775% | +$51.3K | ﹤0.01% | 1382 |
|
|
2018
Q4 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 1642 |
|