FVWA
Foster Victor Wealth Advisors’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Buy |
200,713
+4,325
| +2% | +$365K | 1.15% | 27 |
|
|
2025
Q1 | $15.2M | Buy |
196,388
+8,519
| +5% | +$659K | 1.22% | 24 |
|
|
2024
Q4 | $13.9M | Buy |
187,869
+20,977
| +13% | +$1.55M | 1.06% | 38 |
|
|
2024
Q3 | $12.6M | Buy |
166,892
+42,938
| +35% | +$3.25M | 1.01% | 38 |
|
|
2024
Q2 | $9.54M | Buy |
123,954
+23,512
| +23% | +$1.81M | 0.8% | 54 |
|
|
2024
Q1 | $9.32M | Buy |
100,442
+6,272
| +7% | +$582K | 0.85% | 58 |
|
|
2023
Q4 | $7.81M | Buy |
94,170
+3,550
| +4% | +$294K | 0.8% | 57 |
|
|
2023
Q3 | $7.31M | Buy |
90,620
+1,324
| +1% | +$107K | 0.85% | 54 |
|
|
2023
Q2 | $7.91M | Buy |
89,296
+4,605
| +5% | +$408K | 0.88% | 50 |
|
|
2023
Q1 | $5.76M | Buy |
84,691
+8,368
| +11% | +$569K | 0.7% | 57 |
|
|
2022
Q4 | $5.89M | Sell |
76,323
-6,899
| -8% | -$532K | 0.75% | 53 |
|
|
2022
Q3 | $6.26M | Sell |
83,222
-13,761
| -14% | -$1.03M | 0.91% | 52 |
|
|
2022
Q2 | $6.02M | Buy |
96,983
+671
| +0.7% | +$41.7K | 0.9% | 52 |
|
|
2022
Q1 | $6.3M | Buy |
96,312
+17,880
| +23% | +$1.17M | 0.86% | 52 |
|
|
2021
Q4 | $5.87M | Buy |
78,432
+9,773
| +14% | +$731K | 0.8% | 50 |
|
|
2021
Q3 | $5.91M | Buy |
68,659
+7,282
| +12% | +$627K | 0.95% | 38 |
|
|
2021
Q2 | $5.08M | Buy |
61,377
+55,734
| +988% | +$4.62M | 0.85% | 38 |
|
|
2021
Q1 | $5.11M | Buy |
+5,643
| New | +$5.11M | 0.95% | 36 |
|