Integrated Wealth Concepts’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Buy |
6,171
+1,382
| +29% | +$111K | 0.01% | 1276 |
|
|
2025
Q1 | $379K | Buy |
4,789
+426
| +10% | +$33.8K | ﹤0.01% | 1280 |
|
|
2024
Q4 | $312K | Buy |
+4,363
| New | +$312K | ﹤0.01% | 1342 |
|
|
2022
Q1 | – | Sell |
-8,656
| Closed | -$684K | – | 954 |
|
|
2021
Q4 | $684K | Buy |
8,656
+228
| +3% | +$18K | 0.02% | 534 |
|
|
2021
Q3 | $725K | Buy |
8,428
+481
| +6% | +$41.4K | 0.02% | 481 |
|
|
2021
Q2 | $658K | Buy |
7,947
+277
| +4% | +$22.9K | 0.02% | 464 |
|
|
2021
Q1 | $630K | Buy |
7,670
+310
| +4% | +$25.5K | 0.03% | 416 |
|
|
2020
Q4 | $680K | Buy |
7,360
+1,280
| +21% | +$118K | 0.03% | 335 |
|
|
2020
Q3 | $516K | Buy |
6,080
+730
| +14% | +$62K | 0.03% | 337 |
|
|
2020
Q2 | $380K | Buy |
5,350
+780
| +17% | +$55.4K | 0.03% | 348 |
|
|
2020
Q1 | $268K | Sell |
4,570
-130
| -3% | -$7.62K | 0.02% | 330 |
|
|
2019
Q4 | $281K | Buy |
4,700
+240
| +5% | +$14.3K | 0.02% | 375 |
|
|
2019
Q3 | $265K | Buy |
+4,460
| New | +$265K | 0.03% | 339 |
|