MWM
Moran Wealth Management’s CoStar Group CSGP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $544K | Sell |
6,769
-912
| -12% | -$73.3K | 0.02% | 401 |
|
2025
Q1 | $609K | Sell |
7,681
-526
| -6% | -$41.7K | 0.02% | 355 |
|
2024
Q4 | $588K | Buy |
8,207
+180
| +2% | +$12.9K | 0.02% | 357 |
|
2024
Q3 | $606K | Buy |
8,027
+161
| +2% | +$12.1K | 0.02% | 360 |
|
2024
Q2 | $583K | Buy |
7,866
+3,655
| +87% | +$271K | 0.02% | 336 |
|
2024
Q1 | $407K | Buy |
4,211
+1,646
| +64% | +$159K | 0.01% | 343 |
|
2023
Q4 | $224K | Buy |
+2,565
| New | +$224K | 0.01% | 394 |
|