IWA
Icon Wealth Advisors’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
28,851
+6,432
| +29% | +$517K | 0.17% | 97 |
|
|
2025
Q1 | $1.78M | Sell |
22,419
-1,940
| -8% | -$154K | 0.15% | 112 |
|
|
2024
Q4 | $1.74M | Buy |
24,359
+20,441
| +522% | +$1.46M | 0.14% | 107 |
|
|
2024
Q3 | $296K | Sell |
3,918
-954
| -20% | -$72K | 0.02% | 298 |
|
|
2024
Q2 | $380K | Sell |
4,872
-950
| -16% | -$74.1K | 0.03% | 245 |
|
|
2024
Q1 | $562K | Sell |
5,822
-4,621
| -44% | -$446K | 0.05% | 191 |
|
|
2023
Q4 | $913K | Buy |
+10,443
| New | +$913K | 0.1% | 135 |
|
|
2022
Q4 | $1.12M | Sell |
14,429
-820
| -5% | -$63.4K | 0.13% | 128 |
|
|
2022
Q3 | $1.06M | Buy |
+15,249
| New | +$1.06M | 0.13% | 130 |
|