LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.43K | Hold |
80
| – | – | ﹤0.01% | 490 |
|
|
2025
Q1 | $6.55K | Hold |
80
| – | – | ﹤0.01% | 500 |
|
|
2024
Q4 | $6.12K | Hold |
80
| – | – | ﹤0.01% | 504 |
|
|
2024
Q3 | $5.91K | Hold |
80
| – | – | ﹤0.01% | 519 |
|
|
2024
Q2 | $6.16K | Sell |
80
-120
| -60% | -$9.24K | ﹤0.01% | 514 |
|
|
2024
Q1 | $17.1K | Buy |
200
+120
| +150% | +$10.2K | ﹤0.01% | 469 |
|
|
2023
Q4 | $6.68K | Hold |
80
| – | – | ﹤0.01% | 508 |
|
|
2023
Q3 | $5.92K | Hold |
80
| – | – | ﹤0.01% | 541 |
|
|
2023
Q2 | $7.12K | Hold |
80
| – | – | ﹤0.01% | 561 |
|
|
2023
Q1 | $5.51K | Hold |
80
| – | – | ﹤0.01% | 543 |
|
|
2022
Q4 | $6.18K | Hold |
80
| – | – | ﹤0.01% | 520 |
|
|
2022
Q3 | $6K | Hold |
80
| – | – | ﹤0.01% | 545 |
|
|
2022
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 574 |
|
|
2022
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 586 |
|
|
2021
Q4 | $6K | Hold |
80
| – | – | ﹤0.01% | 645 |
|
|
2021
Q3 | $7K | Buy |
80
+72
| +900% | +$6.3K | ﹤0.01% | 634 |
|
|
2021
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 947 |
|
|
2021
Q1 | – | Sell |
-8
| Closed | -$7K | – | 393 |
|
|
2020
Q4 | $7K | Hold |
8
| – | – | ﹤0.01% | 632 |
|
|
2020
Q3 | $7K | Hold |
8
| – | – | ﹤0.01% | 525 |
|
|
2020
Q2 | $6K | Hold |
8
| – | – | ﹤0.01% | 527 |
|
|
2020
Q1 | $5K | Hold |
8
| – | – | ﹤0.01% | 576 |
|
|
2019
Q4 | $5K | Hold |
8
| – | – | ﹤0.01% | 607 |
|
|
2019
Q3 | $5K | Hold |
8
| – | – | ﹤0.01% | 606 |
|
|
2019
Q2 | $4K | Buy |
+8
| New | +$4K | ﹤0.01% | 623 |
|