Marks Group Wealth Management’s CoStar Group CSGP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$220K	Sell	5,465 -722	-12%	-$37.6K	0.02%	324
2025 Q4	$416K	Buy	6,187 +937	+18%	+$66.4K	0.04%	254
2025 Q3	$443K	Sell	5,250 -521	-9%	-$46K	0.04%	231
2025 Q2	$464K	Sell	5,771 -161	-3%	-$12.5K	0.04%	230
2025 Q1	$470K	Sell	5,932 -256	-4%	-$19.5K	0.05%	244
2024 Q4	$443K	Sell	6,188 -53	-0.8%	-$4K	0.04%	229
2024 Q3	$471K	Sell	6,241 -226	-3%	-$17.1K	0.04%	226
2024 Q2	$479K	Sell	6,467 -570	-8%	-$48.3K	0.05%	226
2024 Q1	$680K	Sell	7,037 -326	-4%	-$28.1K	0.07%	194
2023 Q4	$643K	Buy	7,363 +402	+6%	+$32.5K	0.07%	193
2023 Q3	$535K	Buy	6,961 +200	+3%	+$16.6K	0.07%	204
2023 Q2	$602K	Buy	6,761 +24	+0.4%	+$1.85K	0.07%	198
2023 Q1	$464K	Buy	6,737 +25	+0.4%	+$1.84K	0.06%	214
2022 Q4	$519K	Sell	6,712 -578	-8%	-$45.2K	0.07%	209
2022 Q3	$508K	Sell	7,290 -42,125	-85%	-$2.92M	0.08%	198
2022 Q2	$2.98M	Sell	49,415 -3,625	-7%	-$220K	0.43%	81
2022 Q1	$3.53M	Buy	53,040 +7,722	+17%	+$513K	0.44%	84
2021 Q4	$3.6M	Buy	45,318 +2,269	+5%	+$190K	0.44%	83
2021 Q3	$3.72M	Buy	43,049 +1,507	+4%	+$130K	0.5%	75
2021 Q2	$3.43M	Buy	41,542 +2,792	+7%	+$241K	0.47%	94
2021 Q1	$3.18M	Buy	38,750 +2,410	+7%	+$208K	0.47%	94
2020 Q4	$3.36M	Buy	36,340 +1,650	+5%	+$145K	0.52%	87
2020 Q3	$2.94M	Buy	34,690 +1,400	+4%	+$112K	0.53%	84
2020 Q2	$2.36M	Buy	33,290 +5,420	+19%	+$350K	0.48%	93
2020 Q1	$1.65M	Buy	27,870 +1,940	+7%	+$126K	0.43%	97
2019 Q4	$1.55M	Buy	+25,930	New	+$1.51M	0.31%	117