Heritage Wealth Advisors’s CoStar Group CSGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.41K Hold
2025
Q2
$6.11K Hold
2025
Q1
$6.02K Hold
2024
Q4
$5.44K Hold
2024
Q3
$5.73K Hold
2024
Q2
$5.63K Hold
2024
Q1
$7.34K Hold
2023
Q4
$6.64K Hold
2023
Q3
$5.84K Sell
2023
Q2
$67.2K Hold
2023
Q1
$52K Sell
2022
Q4
$124K Buy
2022
Q3
$5.29K Hold
2022
Q2
$5K Sell
2022
Q1
$6K Hold
2021
Q4
$7K Buy
2021
Q3
$6.88K Hold
2021
Q2
$6.63K Hold
2021
Q1
$6.58K Hold
2020
Q4
$7K Hold
2020
Q3
$6.79K Hold
2020
Q2
$5.68K Buy
2020
Q1
$2.94K Buy