Carson Wealth (CWM LLC)’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 | $2.01M | Buy |
49,740
+29,023
| +140% | +$1.51M | 0.01% | 1192 |
|
|
2025
Q4 | $1.39M | Buy |
20,717
+6,340
| +44% | +$449K | ﹤0.01% | 1321 |
|
|
2025
Q3 | $1.21M | Buy |
14,377
+5,986
| +71% | +$529K | ﹤0.01% | 1302 |
|
|
2025
Q2 | $675K | Sell |
8,391
-399
| -5% | -$31.1K | ﹤0.01% | 1458 |
|
|
2025
Q1 | $696K | Buy |
8,790
+2,153
| +32% | +$164K | ﹤0.01% | 1324 |
|
|
2024
Q4 | $475K | Sell |
6,637
-1,603
| -19% | -$121K | ﹤0.01% | 1396 |
|
|
2024
Q3 | $622K | Sell |
8,240
-1,615
| -16% | -$122K | ﹤0.01% | 1236 |
|
|
2024
Q2 | $731K | Sell |
9,855
-322
| -3% | -$27.3K | ﹤0.01% | 1048 |
|
|
2024
Q1 | $983K | Buy |
10,177
+5,208
| +105% | +$448K | ﹤0.01% | 861 |
|
|
2023
Q4 | $434K | Buy |
4,969
+234
| +5% | +$18.9K | ﹤0.01% | 1114 |
|
|
2023
Q3 | $364K | Buy |
4,735
+377
| +9% | +$31.2K | ﹤0.01% | 1092 |
|
|
2023
Q2 | $388K | Buy |
4,358
+950
| +28% | +$73.3K | ﹤0.01% | 1020 |
|
|
2023
Q1 | $235K | Sell |
3,408
-675
| -17% | -$49.8K | ﹤0.01% | 1138 |
|
|
2022
Q4 | $316K | Buy |
4,083
+1,051
| +35% | +$82.1K | ﹤0.01% | 936 |
|
|
2022
Q3 | $211K | Buy |
3,032
+1,336
| +79% | +$92.8K | ﹤0.01% | 1028 |
|
|
2022
Q2 | $102K | Buy |
1,696
+466
| +38% | +$28.2K | ﹤0.01% | 1307 |
|
|
2022
Q1 | $82K | Buy |
1,230
+161
| +15% | +$10.7K | ﹤0.01% | 1402 |
|
|
2021
Q4 | $84K | Buy |
+1,069
| New | +$89.7K | ﹤0.01% | 1370 |
|
|
2021
Q2 | $52K | Sell |
630
-5,670
| -90% | -$490K | ﹤0.01% | 1384 |
|
|
2021
Q1 | $52K | Hold |
6,300
| – | – | ﹤0.01% | 1384 |
|
|
2020
Q4 | $52K | Hold |
6,300
| – | – | ﹤0.01% | 1384 |
|
|
2020
Q3 | $52K | Hold |
6,300
| – | – | ﹤0.01% | 1384 |
|
|
2020
Q2 | $52K | Hold |
6,300
| – | – | ﹤0.01% | 1384 |
|
|
2020
Q1 | $52K | Hold |
6,300
| – | – | ﹤0.01% | 1384 |
|
|
2019
Q4 | $52K | Hold |
6,300
| – | – | ﹤0.01% | 1384 |
|
|
2019
Q3 | $52K | Hold |
6,300
| – | – | ﹤0.01% | 1384 |
|
|
2019
Q2 | $52K | Hold |
6,300
| – | – | ﹤0.01% | 1384 |
|
|
2019
Q1 | $52K | Buy |
6,300
+6,220
| +7,775% | +$257K | ﹤0.01% | 1384 |
|
|
2018
Q4 | $3K | Buy |
+80
| New | +$2.92K | ﹤0.01% | 1648 |
|
Other funds holding CSGP
VPM
VCM
