MGWM
Marks Group Wealth Management’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
5,771
-161
| -3% | -$12.9K | 0.04% | 230 |
|
|
2025
Q1 | $470K | Sell |
5,932
-256
| -4% | -$20.3K | 0.05% | 244 |
|
|
2024
Q4 | $443K | Sell |
6,188
-53
| -0.8% | -$3.79K | 0.04% | 229 |
|
|
2024
Q3 | $471K | Sell |
6,241
-226
| -3% | -$17K | 0.04% | 226 |
|
|
2024
Q2 | $479K | Sell |
6,467
-570
| -8% | -$42.3K | 0.05% | 226 |
|
|
2024
Q1 | $680K | Sell |
7,037
-326
| -4% | -$31.5K | 0.07% | 194 |
|
|
2023
Q4 | $643K | Buy |
7,363
+402
| +6% | +$35.1K | 0.07% | 193 |
|
|
2023
Q3 | $535K | Buy |
6,961
+200
| +3% | +$15.4K | 0.07% | 204 |
|
|
2023
Q2 | $602K | Buy |
6,761
+24
| +0.4% | +$2.14K | 0.07% | 198 |
|
|
2023
Q1 | $464K | Buy |
6,737
+25
| +0.4% | +$1.72K | 0.06% | 214 |
|
|
2022
Q4 | $519K | Sell |
6,712
-578
| -8% | -$44.7K | 0.07% | 209 |
|
|
2022
Q3 | $508K | Sell |
7,290
-42,125
| -85% | -$2.94M | 0.08% | 198 |
|
|
2022
Q2 | $2.99M | Sell |
49,415
-3,625
| -7% | -$219K | 0.43% | 81 |
|
|
2022
Q1 | $3.53M | Buy |
53,040
+7,722
| +17% | +$514K | 0.44% | 84 |
|
|
2021
Q4 | $3.6M | Buy |
45,318
+2,269
| +5% | +$180K | 0.44% | 83 |
|
|
2021
Q3 | $3.72M | Buy |
43,049
+1,507
| +4% | +$130K | 0.5% | 75 |
|
|
2021
Q2 | $3.43M | Buy |
41,542
+37,667
| +972% | +$3.11M | 0.47% | 94 |
|
|
2021
Q1 | $3.18M | Buy |
3,875
+241
| +7% | +$198K | 0.47% | 94 |
|
|
2020
Q4 | $3.36M | Buy |
3,634
+165
| +5% | +$153K | 0.52% | 87 |
|
|
2020
Q3 | $2.94M | Buy |
3,469
+140
| +4% | +$119K | 0.53% | 84 |
|
|
2020
Q2 | $2.36M | Buy |
3,329
+542
| +19% | +$385K | 0.48% | 93 |
|
|
2020
Q1 | $1.65M | Buy |
2,787
+194
| +7% | +$115K | 0.43% | 97 |
|
|
2019
Q4 | $1.55M | Buy |
+2,593
| New | +$1.55M | 0.31% | 117 |
|