Venturi Wealth Management’s CoStar Group CSGP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$457K	Sell	11,337 -353	-3%	-$18.4K	0.02%	365
2025 Q4	$786K	Buy	11,690 +1,381	+13%	+$97.8K	0.03%	238
2025 Q3	$870K	Buy	10,309 +717	+7%	+$63.4K	0.04%	215
2025 Q2	$771K	Buy	9,592 +4,106	+75%	+$320K	0.04%	242
2025 Q1	$435K	Buy	5,486 +80	+1%	+$6.09K	0.02%	354
2024 Q4	$387K	Buy	5,406 +416	+8%	+$31.4K	0.02%	382
2024 Q3	$376K	Buy	4,990 +125	+3%	+$9.48K	0.02%	338
2024 Q2	$361K	Buy	4,865 +1,028	+27%	+$87.1K	0.02%	326
2024 Q1	$371K	Buy	3,837 +364	+10%	+$31.3K	0.02%	293
2023 Q4	$304K	Buy	3,473 +953	+38%	+$77.1K	0.02%	315
2023 Q3	$194K	Buy	2,520 +493	+24%	+$40.8K	0.02%	334
2023 Q2	$180K	Buy	2,027 +409	+25%	+$31.6K	0.01%	314
2023 Q1	$111K	Buy	+1,618	New	+$119K	0.01%	391
2021 Q2	–	Sell	-2,670	Closed	-$219K	–	320
2021 Q1	$219K	Buy	2,670 +130	+5%	+$11.2K	0.02%	287
2020 Q4	$235K	Sell	2,540 -770	-23%	-$67.5K	0.02%	272
2020 Q3	$281K	Buy	+3,310	New	+$264K	0.03%	243