RWB
RMR Wealth Builders’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
13,888
-31
| -0.2% | -$2.49K | 0.1% | 106 |
|
|
2025
Q1 | $1.1M | Sell |
13,919
-25
| -0.2% | -$1.98K | 0.12% | 99 |
|
|
2024
Q4 | $998K | Buy |
13,944
+14
| +0.1% | +$1K | 0.1% | 108 |
|
|
2024
Q3 | $1.05M | Buy |
13,930
+42
| +0.3% | +$3.17K | 0.11% | 102 |
|
|
2024
Q2 | $1.03M | Hold |
13,888
| – | – | 0.12% | 98 |
|
|
2024
Q1 | $1.34M | Hold |
13,888
| – | – | 0.16% | 78 |
|
|
2023
Q4 | $1.21M | Hold |
13,888
| – | – | 0.17% | 73 |
|
|
2023
Q3 | $1.07M | Hold |
13,888
| – | – | 0.17% | 71 |
|
|
2023
Q2 | $1.24M | Hold |
13,888
| – | – | 0.21% | 54 |
|
|
2023
Q1 | $956K | Hold |
13,888
| – | – | 0.18% | 64 |
|
|
2022
Q4 | $1.07M | Hold |
13,888
| – | – | 0.24% | 47 |
|
|
2022
Q3 | $967K | Buy |
13,888
+2,910
| +27% | +$203K | 0.24% | 47 |
|
|
2022
Q2 | $663K | Buy |
10,978
+1,468
| +15% | +$88.7K | 0.17% | 89 |
|
|
2022
Q1 | $633K | Buy |
+9,510
| New | +$633K | 0.14% | 101 |
|
|
2021
Q4 | – | Sell |
-9,510
| Closed | -$818K | – | 143 |
|
|
2021
Q3 | $818K | Hold |
9,510
| – | – | 0.24% | 65 |
|
|
2021
Q2 | $788K | Buy |
9,510
+8,559
| +900% | +$709K | 0.26% | 66 |
|
|
2021
Q1 | $782K | Buy |
951
+15
| +2% | +$12.3K | 0.2% | 71 |
|
|
2020
Q4 | $865K | Sell |
936
-15
| -2% | -$13.9K | 0.42% | 47 |
|
|
2020
Q3 | $807K | Buy |
951
+15
| +2% | +$12.7K | 0.21% | 77 |
|
|
2020
Q2 | $665K | Buy |
+936
| New | +$665K | 0.59% | 38 |
|
|
2019
Q4 | $560K | Buy |
+936
| New | +$560K | 0.54% | 43 |
|