IFWM
Institute for Wealth Management’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
16,717
-800
| -5% | -$64.3K | 0.15% | 145 |
|
|
2025
Q1 | $1.39M | Sell |
17,517
-30
| -0.2% | -$2.38K | 0.18% | 123 |
|
|
2024
Q4 | $1.26M | Sell |
17,547
-5,106
| -23% | -$366K | 0.16% | 133 |
|
|
2024
Q3 | $1.71M | Buy |
22,653
+2,174
| +11% | +$164K | 0.22% | 106 |
|
|
2024
Q2 | $1.52M | Buy |
20,479
+1,260
| +7% | +$93.4K | 0.2% | 112 |
|
|
2024
Q1 | $1.86M | Sell |
19,219
-182
| -0.9% | -$17.6K | 0.24% | 90 |
|
|
2023
Q4 | $1.7M | Buy |
19,401
+735
| +4% | +$64.2K | 0.28% | 86 |
|
|
2023
Q3 | $1.44M | Sell |
18,666
-494
| -3% | -$38K | 0.26% | 92 |
|
|
2023
Q2 | $1.71M | Buy |
19,160
+559
| +3% | +$49.8K | 0.29% | 78 |
|
|
2023
Q1 | $1.28M | Sell |
18,601
-453
| -2% | -$31.2K | 0.24% | 102 |
|
|
2022
Q4 | $1.47M | Sell |
19,054
-267
| -1% | -$20.6K | 0.31% | 84 |
|
|
2022
Q3 | $1.35M | Buy |
19,321
+400
| +2% | +$27.9K | 0.3% | 91 |
|
|
2022
Q2 | $1.14M | Sell |
18,921
-30
| -0.2% | -$1.81K | 0.22% | 115 |
|
|
2022
Q1 | $1.26M | Sell |
18,951
-32
| -0.2% | -$2.13K | 0.2% | 120 |
|
|
2021
Q4 | $1.5M | Sell |
18,983
-13
| -0.1% | -$1.03K | 0.24% | 110 |
|
|
2021
Q3 | $1.64M | Sell |
18,996
-77
| -0.4% | -$6.63K | 0.29% | 90 |
|
|
2021
Q2 | $1.58M | Buy |
19,073
+17,133
| +883% | +$1.42M | 0.28% | 90 |
|
|
2021
Q1 | $1.6M | Sell |
1,940
-30
| -2% | -$24.7K | 0.3% | 83 |
|
|
2020
Q4 | $1.82M | Sell |
1,970
-69
| -3% | -$63.8K | 0.36% | 68 |
|
|
2020
Q3 | $1.73M | Buy |
2,039
+54
| +3% | +$45.8K | 0.39% | 55 |
|
|
2020
Q2 | $1.41M | Buy |
1,985
+8
| +0.4% | +$5.68K | 0.35% | 75 |
|
|
2020
Q1 | $1.16M | Sell |
1,977
-38
| -2% | -$22.3K | 0.36% | 69 |
|
|
2019
Q4 | $1.21M | Buy |
2,015
+6
| +0.3% | +$3.59K | 0.27% | 99 |
|
|
2019
Q3 | $1.19M | Sell |
2,009
-64
| -3% | -$38K | 0.3% | 93 |
|
|
2019
Q2 | $1.15M | Buy |
2,073
+116
| +6% | +$64.2K | 0.25% | 117 |
|
|
2019
Q1 | $913K | Buy |
1,957
+134
| +7% | +$62.5K | 0.2% | 139 |
|
|
2018
Q4 | $615K | Buy |
+1,823
| New | +$615K | 0.25% | 121 |
|