SWM
Spire Wealth Management’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.9K | Sell |
546
-137
| -20% | -$11K | ﹤0.01% | 1254 |
|
|
2025
Q1 | $54.1K | Sell |
683
-431
| -39% | -$34.1K | ﹤0.01% | 1248 |
|
|
2024
Q4 | $79.8K | Buy |
1,114
+36
| +3% | +$2.58K | ﹤0.01% | 1116 |
|
|
2024
Q3 | $81.3K | Sell |
1,078
-477
| -31% | -$36K | ﹤0.01% | 978 |
|
|
2024
Q2 | $115K | Sell |
1,555
-262
| -14% | -$19.4K | ﹤0.01% | 850 |
|
|
2024
Q1 | $176K | Sell |
1,817
-260
| -13% | -$25.1K | ﹤0.01% | 805 |
|
|
2023
Q4 | $171K | Buy |
2,077
+10
| +0.5% | +$823 | 0.01% | 803 |
|
|
2023
Q3 | $159K | Sell |
2,067
-384
| -16% | -$29.5K | 0.01% | 783 |
|
|
2023
Q2 | $218K | Sell |
2,451
-1,110
| -31% | -$98.8K | 0.01% | 696 |
|
|
2023
Q1 | $245K | Sell |
3,561
-51,580
| -94% | -$3.55M | 0.01% | 670 |
|
|
2022
Q4 | $4.26M | Buy |
55,141
+52,592
| +2,063% | +$4.06M | 0.24% | 97 |
|
|
2022
Q3 | $178K | Sell |
2,549
-4,575
| -64% | -$319K | 0.01% | 562 |
|
|
2022
Q2 | $430K | Sell |
7,124
-3,266
| -31% | -$197K | 0.02% | 519 |
|
|
2022
Q1 | $692K | Sell |
10,390
-133,394
| -93% | -$8.88M | 0.02% | 480 |
|
|
2021
Q4 | $11.4M | Buy |
143,784
+757
| +0.5% | +$59.8K | 0.25% | 110 |
|
|
2021
Q3 | $12.3M | Sell |
143,027
-1,053
| -0.7% | -$90.7K | 0.33% | 86 |
|
|
2021
Q2 | $11.9M | Buy |
144,080
+126,250
| +708% | -$2.83M | 0.32% | 84 |
|
|
2021
Q1 | $14.6M | Buy |
+17,830
| New | +$14.6M | 0.39% | 61 |
|