CWM
CCG Wealth Management’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
4,171
-19
| -0.5% | -$1.53K | 0.18% | 59 |
|
|
2025
Q1 | $332K | Sell |
4,190
-362
| -8% | -$28.7K | 0.2% | 54 |
|
|
2024
Q4 | $326K | Sell |
4,552
-7
| -0.2% | -$501 | 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% | +$65.2K | 0.19% | 52 |
|
|
2024
Q1 | $354K | Buy |
3,663
+85
| +2% | +$8.21K | 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% | +$12K | 0.2% | 47 |
|
|
2023
Q1 | $237K | Buy |
3,443
+699
| +25% | +$48.1K | 0.16% | 54 |
|
|
2022
Q4 | $212K | Buy |
+2,744
| New | +$212K | 0.12% | 90 |
|
|
2022
Q1 | – | Sell |
-2,800
| Closed | -$221K | – | 123 |
|
|
2021
Q4 | $221K | Hold |
2,800
| – | – | 0.12% | 84 |
|
|
2021
Q3 | $241K | Sell |
2,800
-460
| -14% | -$39.6K | 0.14% | 85 |
|
|
2021
Q2 | $270K | Buy |
3,260
+2,975
| +1,044% | +$246K | 0.21% | 51 |
|
|
2021
Q1 | $234K | Hold |
285
| – | – | 0.23% | 59 |
|
|
2020
Q4 | $263K | Hold |
285
| – | – | 0.28% | 56 |
|
|
2020
Q3 | $242K | Hold |
285
| – | – | 0.23% | 46 |
|
|
2020
Q2 | $203K | Buy |
+285
| New | +$203K | 0.19% | 56 |
|