CWP
Concord Wealth Partners’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.04K | Hold |
100
| – | – | ﹤0.01% | 571 |
|
|
2025
Q1 | $7.92K | Sell |
100
-53
| -35% | -$4.2K | ﹤0.01% | 529 |
|
|
2024
Q4 | $11K | Hold |
153
| – | – | ﹤0.01% | 518 |
|
|
2024
Q3 | $11.5K | Buy |
153
+53
| +53% | +$4K | ﹤0.01% | 544 |
|
|
2024
Q2 | $7.41K | Hold |
100
| – | – | ﹤0.01% | 540 |
|
|
2024
Q1 | $9.66K | Hold |
100
| – | – | ﹤0.01% | 574 |
|
|
2023
Q4 | $8.74K | Sell |
100
-50
| -33% | -$4.37K | ﹤0.01% | 580 |
|
|
2023
Q3 | $11.5K | Hold |
150
| – | – | ﹤0.01% | 594 |
|
|
2023
Q2 | $13.4K | Hold |
150
| – | – | ﹤0.01% | 563 |
|
|
2023
Q1 | $10.3K | Hold |
150
| – | – | ﹤0.01% | 589 |
|
|
2022
Q4 | $11.6K | Buy |
+150
| New | +$11.6K | ﹤0.01% | 615 |
|
|
2022
Q3 | – | Sell |
-150
| Closed | -$9K | – | 352 |
|
|
2022
Q2 | $9K | Hold |
150
| – | – | ﹤0.01% | 698 |
|
|
2022
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 774 |
|
|
2021
Q4 | $12K | Buy |
150
+100
| +200% | +$8K | ﹤0.01% | 741 |
|
|
2021
Q3 | $4K | Sell |
50
-100
| -67% | -$8K | ﹤0.01% | 621 |
|
|
2021
Q2 | $12K | Buy |
150
+135
| +900% | – | ﹤0.01% | 588 |
|
|
2021
Q1 | $12K | Buy |
+15
| New | +$12K | ﹤0.01% | 555 |
|