J.P. Morgan Private Wealth Advisors’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.82M | Sell |
36,693
-2,087
| -5% | -$160K | 0.01% | 638 |
|
|
2023
Q2 | $3.45M | Sell |
38,780
-8,021
| -17% | -$714K | 0.02% | 415 |
|
|
2023
Q1 | $3.22M | Sell |
46,801
-387
| -0.8% | -$26.6K | 0.01% | 717 |
|
|
2022
Q4 | $3.65M | Sell |
47,188
-13,760
| -23% | -$1.06M | 0.01% | 661 |
|
|
2022
Q3 | $4.25M | Sell |
60,948
-79,785
| -57% | -$5.56M | 0.01% | 601 |
|
|
2022
Q2 | $8.5M | Sell |
140,733
-8,913
| -6% | -$538K | 0.02% | 442 |
|
|
2022
Q1 | $9.97M | Buy |
149,646
+24,765
| +20% | +$1.65M | 0.02% | 442 |
|
|
2021
Q4 | $9.87M | Sell |
124,881
-44
| -0% | -$3.48K | 0.02% | 436 |
|
|
2021
Q3 | $10.8M | Buy |
124,925
+7,923
| +7% | +$682K | 0.03% | 412 |
|
|
2021
Q2 | $9.69M | Buy |
117,002
+27,972
| +31% | +$2.32M | 0.03% | 423 |
|
|
2021
Q1 | $7.32M | Sell |
89,030
-45,180
| -34% | -$3.71M | 0.02% | 423 |
|
|
2020
Q4 | $12.4M | Buy |
134,210
+35,240
| +36% | +$3.26M | 0.04% | 334 |
|
|
2020
Q3 | $8.4M | Buy |
98,970
+68,480
| +225% | +$5.81M | 0.03% | 352 |
|
|
2020
Q2 | $2.17M | Buy |
30,490
+10
| +0% | +$711 | 0.01% | 562 |
|
|
2020
Q1 | $1.79M | Buy |
30,480
+13,050
| +75% | +$766K | 0.01% | 557 |
|
|
2019
Q4 | $1.04M | Buy |
17,430
+1,020
| +6% | +$61K | ﹤0.01% | 781 |
|
|
2019
Q3 | $973K | Buy |
16,410
+5,180
| +46% | +$307K | 0.01% | 768 |
|
|
2019
Q2 | $622K | Buy |
11,230
+500
| +5% | +$27.7K | ﹤0.01% | 906 |
|
|
2019
Q1 | $500K | Buy |
+10,730
| New | +$500K | ﹤0.01% | 1037 |
|
|
2018
Q4 | – | Sell |
-5,810
| Closed | -$245K | – | 1480 |
|
|
2018
Q3 | $245K | Sell |
5,810
-420
| -7% | -$17.7K | ﹤0.01% | 1392 |
|
|
2018
Q2 | $257K | Buy |
+6,230
| New | +$257K | ﹤0.01% | 1264 |
|