Heritage Wealth Advisors’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.11K | Hold |
76
| – | – | ﹤0.01% | 454 |
|
|
2025
Q1 | $6.02K | Hold |
76
| – | – | ﹤0.01% | 446 |
|
|
2024
Q4 | $5.44K | Hold |
76
| – | – | ﹤0.01% | 482 |
|
|
2024
Q3 | $5.73K | Hold |
76
| – | – | ﹤0.01% | 470 |
|
|
2024
Q2 | $5.64K | Hold |
76
| – | – | ﹤0.01% | 445 |
|
|
2024
Q1 | $7.34K | Hold |
76
| – | – | ﹤0.01% | 452 |
|
|
2023
Q4 | $6.64K | Hold |
76
| – | – | ﹤0.01% | 472 |
|
|
2023
Q3 | $5.84K | Sell |
76
-679
| -90% | -$52.2K | ﹤0.01% | 433 |
|
|
2023
Q2 | $67.2K | Hold |
755
| – | – | ﹤0.01% | 291 |
|
|
2023
Q1 | $52K | Sell |
755
-846
| -53% | -$58.2K | ﹤0.01% | 317 |
|
|
2022
Q4 | $124K | Buy |
1,601
+1,525
| +2,007% | +$118K | 0.01% | 248 |
|
|
2022
Q3 | $5.29K | Hold |
76
| – | – | ﹤0.01% | 450 |
|
|
2022
Q2 | $5K | Sell |
76
-15
| -16% | -$987 | ﹤0.01% | 489 |
|
|
2022
Q1 | $6K | Hold |
91
| – | – | ﹤0.01% | 464 |
|
|
2021
Q4 | $7K | Buy |
91
+11
| +14% | +$846 | ﹤0.01% | 464 |
|
|
2021
Q3 | $6.89K | Hold |
80
| – | – | ﹤0.01% | 454 |
|
|
2021
Q2 | $6.63K | Hold |
80
| – | – | ﹤0.01% | 465 |
|
|
2021
Q1 | $6.58K | Hold |
80
| – | – | ﹤0.01% | 481 |
|
|
2020
Q4 | $7K | Hold |
80
| – | – | ﹤0.01% | 476 |
|
|
2020
Q3 | $6.79K | Hold |
80
| – | – | ﹤0.01% | 415 |
|
|
2020
Q2 | $5.69K | Buy |
80
+30
| +60% | +$2.13K | ﹤0.01% | 402 |
|
|
2020
Q1 | $2.94K | Buy |
+50
| New | +$2.94K | ﹤0.01% | 411 |
|