AE Wealth Management’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Buy |
17,139
+885
| +5% | +$124K | 0.02% | 492 |
|
|
2025
Q1 | $2.13M | Buy |
16,254
+418
| +3% | +$54.7K | 0.02% | 514 |
|
|
2024
Q4 | $2.08M | Sell |
15,836
-427
| -3% | -$56.1K | 0.02% | 512 |
|
|
2024
Q3 | $2.02M | Buy |
16,263
+487
| +3% | +$60.6K | 0.02% | 526 |
|
|
2024
Q2 | $1.41M | Sell |
15,776
-955
| -6% | -$85.1K | 0.01% | 618 |
|
|
2024
Q1 | $1.63M | Sell |
16,731
-18,650
| -53% | -$1.81M | 0.02% | 545 |
|
|
2023
Q4 | $3.05M | Sell |
35,381
-12,032
| -25% | -$1.04M | 0.02% | 761 |
|
|
2023
Q3 | $3.5M | Buy |
47,413
+3,447
| +8% | +$255K | 0.02% | 656 |
|
|
2023
Q2 | $3.55M | Sell |
43,966
-217,759
| -83% | -$17.6M | 0.02% | 648 |
|
|
2023
Q1 | $19.1M | Buy |
261,725
+17,900
| +7% | +$1.3M | 0.12% | 198 |
|
|
2022
Q4 | $18.8M | Buy |
243,825
+201,277
| +473% | +$15.5M | 0.14% | 180 |
|
|
2022
Q3 | $2.87M | Buy |
42,548
+7,966
| +23% | +$538K | 0.02% | 586 |
|
|
2022
Q2 | $2.55M | Buy |
34,582
+3,964
| +13% | +$292K | 0.02% | 587 |
|
|
2022
Q1 | $2.8M | Buy |
30,618
+1,988
| +7% | +$182K | 0.02% | 608 |
|
|
2021
Q4 | $3.11M | Buy |
28,630
+1,153
| +4% | +$125K | 0.02% | 555 |
|
|
2021
Q3 | $2.68M | Buy |
27,477
+875
| +3% | +$85.2K | 0.02% | 548 |
|
|
2021
Q2 | $2.28M | Buy |
26,602
+2,296
| +9% | +$197K | 0.02% | 596 |
|
|
2021
Q1 | $1.92M | Sell |
24,306
-3,434
| -12% | -$272K | 0.02% | 575 |
|
|
2020
Q4 | $1.74M | Sell |
27,740
-5,057
| -15% | -$317K | 0.02% | 540 |
|
|
2020
Q3 | $1.54M | Buy |
32,797
+912
| +3% | +$42.8K | 0.02% | 506 |
|
|
2020
Q2 | $1.44M | Sell |
31,885
-12,605
| -28% | -$570K | 0.02% | 503 |
|
|
2020
Q1 | $1.68M | Sell |
44,490
-3,577
| -7% | -$135K | 0.04% | 345 |
|
|
2019
Q4 | $2.95M | Buy |
48,067
+6,925
| +17% | +$424K | 0.06% | 267 |
|
|
2019
Q3 | $2.18M | Buy |
41,142
+18,155
| +79% | +$962K | 0.06% | 260 |
|
|
2019
Q2 | $1.18M | Buy |
+22,987
| New | +$1.18M | 0.04% | 357 |
|