WMA
Wealth Management Associates’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,547
| Closed | -$281K | – | 220 |
|
|
2025
Q1 | $281K | Buy |
3,547
+308
| +10% | +$24.4K | 0.12% | 167 |
|
|
2024
Q4 | $232K | Hold |
3,239
| – | – | 0.1% | 184 |
|
|
2024
Q3 | $244K | Sell |
3,239
-450
| -12% | -$33.9K | 0.11% | 179 |
|
|
2024
Q2 | $274K | Hold |
3,689
| – | – | 0.13% | 155 |
|
|
2024
Q1 | $274K | Buy |
3,689
+10
| +0.3% | +$741 | 0.13% | 155 |
|
|
2023
Q4 | $322K | Hold |
3,679
| – | – | 0.17% | 133 |
|
|
2023
Q3 | $283K | Buy |
3,679
+535
| +17% | +$41.1K | 0.17% | 138 |
|
|
2023
Q2 | $280K | Sell |
3,144
-622
| -17% | -$55.4K | 0.16% | 140 |
|
|
2023
Q1 | $259K | Hold |
3,766
| – | – | 0.16% | 149 |
|
|
2022
Q4 | $291K | Sell |
3,766
-1,987
| -35% | -$154K | 0.19% | 121 |
|
|
2022
Q3 | $401K | Hold |
5,753
| – | – | 0.28% | 100 |
|
|
2022
Q2 | $348K | Hold |
5,753
| – | – | 0.24% | 109 |
|
|
2022
Q1 | $383K | Hold |
5,753
| – | – | 0.22% | 120 |
|
|
2021
Q4 | $455K | Buy |
5,753
+1,977
| +52% | +$156K | 0.24% | 108 |
|
|
2021
Q3 | $325K | Buy |
3,776
+476
| +14% | +$41K | 0.19% | 128 |
|
|
2021
Q2 | $273K | Buy |
+3,300
| New | +$273K | 0.16% | 153 |
|