CCG Wealth Management’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 | – | Sell |
-4,171
| Closed | -$280K | – | 137 |
|
|
2025
Q4 | $280K | Sell |
4,171
-12
| -0.3% | -$850 | 0.12% | 84 |
|
|
2025
Q3 | $353K | Buy |
4,183
+12
| +0.3% | +$1.06K | 0.17% | 61 |
|
|
2025
Q2 | $335K | Sell |
4,171
-19
| -0.5% | -$1.48K | 0.18% | 59 |
|
|
2025
Q1 | $332K | Sell |
4,190
-362
| -8% | -$27.5K | 0.2% | 54 |
|
|
2024
Q4 | $326K | Sell |
4,552
-7
| -0.2% | -$529 | 0.18% | 55 |
|
|
2024
Q3 | $344K | Buy |
4,559
+16
| +0.4% | +$1.21K | 0.19% | 53 |
|
|
2024
Q2 | $337K | Buy |
4,543
+880
| +24% | +$74.6K | 0.19% | 52 |
|
|
2024
Q1 | $354K | Buy |
3,663
+85
| +2% | +$7.32K | 0.21% | 50 |
|
|
2023
Q4 | $313K | Hold |
3,578
| – | – | 0.21% | 42 |
|
|
2023
Q3 | $275K | Hold |
3,578
| – | – | 0.18% | 49 |
|
|
2023
Q2 | $318K | Buy |
3,578
+135
| +4% | +$10.4K | 0.2% | 47 |
|
|
2023
Q1 | $237K | Buy |
3,443
+699
| +25% | +$51.6K | 0.16% | 54 |
|
|
2022
Q4 | $212K | Buy |
+2,744
| New | +$214K | 0.12% | 90 |
|
|
2022
Q1 | – | Sell |
-2,800
| Closed | -$221K | – | 125 |
|
|
2021
Q4 | $221K | Hold |
2,800
| – | – | 0.12% | 84 |
|
|
2021
Q3 | $241K | Sell |
2,800
-460
| -14% | -$39.8K | 0.14% | 86 |
|
|
2021
Q2 | $270K | Buy |
3,260
+410
| +14% | +$35.4K | 0.21% | 51 |
|
|
2021
Q1 | $234K | Hold |
2,850
| – | – | 0.23% | 59 |
|
|
2020
Q4 | $263K | Hold |
2,850
| – | – | 0.28% | 56 |
|
|
2020
Q3 | $242K | Hold |
2,850
| – | – | 0.23% | 46 |
|
|
2020
Q2 | $203K | Buy |
+2,850
| New | +$184K | 0.19% | 56 |
|
Other funds holding CSGP
VPM
VCM
