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WMA
Wealth Management Associates’s
CoStar Group
CSGP
Stock Holding History
Wealth Management Associates’s Portfolio
CSGP Stock Details
CSGP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-3,547
Closed
-$281K
–
220
2025
Q1
$281K
Buy
3,547
+308
+10%
+$23.4K
0.12%
167
2024
Q4
$232K
Hold
3,239
–
–
0.1%
184
2024
Q3
$244K
Sell
3,239
-450
-12%
-$34.1K
0.11%
179
2024
Q2
$274K
Hold
3,689
–
–
0.13%
155
2024
Q1
$274K
Buy
3,689
+10
+0.3%
+$861
0.13%
155
2023
Q4
$322K
Hold
3,679
–
–
0.17%
133
2023
Q3
$283K
Buy
3,679
+535
+17%
+$44.3K
0.17%
138
2023
Q2
$280K
Sell
3,144
-622
-17%
-$48K
0.16%
140
2023
Q1
$259K
Hold
3,766
–
–
0.16%
149
2022
Q4
$291K
Sell
3,766
-1,987
-35%
-$155K
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%
+$166K
0.24%
108
2021
Q3
$325K
Buy
3,776
+476
+14%
+$41.1K
0.19%
128
2021
Q2
$273K
Buy
+3,300
New
+$285K
0.16%
153
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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