PWMG
Prestige Wealth Management Group’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Buy |
5,765
+23
| +0.4% | +$1.85K | 0.09% | 107 |
|
|
2025
Q1 | $455K | Buy |
5,742
+103
| +2% | +$8.16K | 0.1% | 102 |
|
|
2024
Q4 | $404K | Buy |
5,639
+481
| +9% | +$34.4K | 0.08% | 116 |
|
|
2024
Q3 | $389K | Buy |
5,158
+5,092
| +7,715% | +$384K | 0.08% | 115 |
|
|
2024
Q2 | $4.89K | Sell |
66
-4,900
| -99% | -$363K | ﹤0.01% | 548 |
|
|
2024
Q1 | $480K | Buy |
4,966
+4,898
| +7,203% | +$473K | 0.1% | 91 |
|
|
2023
Q4 | $5.94K | Hold |
68
| – | – | ﹤0.01% | 551 |
|
|
2023
Q3 | $5.23K | Hold |
68
| – | – | ﹤0.01% | 562 |
|
|
2023
Q2 | $6.05K | Hold |
68
| – | – | ﹤0.01% | 547 |
|
|
2023
Q1 | $4.68K | Buy |
68
+32
| +89% | +$2.2K | ﹤0.01% | 587 |
|
|
2022
Q4 | $2.78K | Buy |
36
+6
| +20% | +$464 | ﹤0.01% | 757 |
|
|
2022
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 721 |
|
|
2022
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 737 |
|
|
2022
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 755 |
|
|
2021
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 780 |
|
|
2021
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 721 |
|
|
2021
Q2 | $2K | Buy |
30
+27
| +900% | – | ﹤0.01% | 780 |
|
|
2021
Q1 | $2K | Hold |
3
| – | – | ﹤0.01% | 772 |
|
|
2020
Q4 | $3K | Hold |
3
| – | – | ﹤0.01% | 677 |
|
|
2020
Q3 | $3K | Hold |
3
| – | – | ﹤0.01% | 613 |
|
|
2020
Q2 | $2K | Hold |
3
| – | – | ﹤0.01% | 661 |
|
|
2020
Q1 | $2K | Buy |
+3
| New | +$2K | ﹤0.01% | 621 |
|
|
2019
Q4 | – | Sell |
-8
| Closed | -$5K | – | 593 |
|
|
2019
Q3 | $5K | Buy |
+8
| New | +$5K | ﹤0.01% | 413 |
|
|
2019
Q1 | – | Sell |
-16
| Closed | -$5K | – | 638 |
|
|
2018
Q4 | $5K | Buy |
+16
| New | +$5K | ﹤0.01% | 576 |
|