Forum Financial 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	-5,051	Closed	-$340K	–	491
2025 Q4	$340K	Sell	5,051 -475	-9%	-$33.6K	﹤0.01%	680
2025 Q3	$466K	Buy	5,526 +688	+14%	+$60.8K	0.01%	492
2025 Q2	$389K	Buy	4,838 +755	+18%	+$58.8K	0.01%	521
2025 Q1	$323K	Buy	4,083 +75	+2%	+$5.71K	0.01%	558
2024 Q4	$287K	Buy	4,008 +1	+0%	+$76	﹤0.01%	645
2024 Q3	$302K	Buy	4,007 +3	+0.1%	+$228	0.01%	510
2024 Q2	$297K	Sell	4,004 -17	-0.4%	-$1.44K	0.01%	486
2024 Q1	$388K	Buy	4,021 +32	+0.8%	+$2.75K	0.01%	409
2023 Q4	$349K	Hold	3,989	–	–	0.01%	397
2023 Q3	$307K	Sell	3,989 -8	-0.2%	-$663	0.01%	415
2023 Q2	$356K	Buy	3,997 +6	+0.2%	+$463	0.01%	387
2023 Q1	$275K	Buy	3,991 +2	+0.1%	+$148	0.01%	433
2022 Q4	$308K	Sell	3,989 -183	-4%	-$14.3K	0.01%	385
2022 Q3	$291K	Hold	4,172	–	–	0.01%	357
2022 Q2	$252K	Buy	+4,172	New	+$253K	0.01%	422
2022 Q1	–	Sell	-2,880	Closed	-$228K	–	626
2021 Q4	$228K	Buy	+2,880	New	+$242K	0.01%	554