Baker Tilly 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 | $501K | Buy |
3,574
+601
| +20% | +$84.2K | 0.18% | 122 |
|
|
2025
Q1 | $389K | Buy |
2,973
+216
| +8% | +$28.2K | 0.15% | 147 |
|
|
2024
Q4 | $362K | Sell |
2,757
-35
| -1% | -$4.6K | 0.14% | 164 |
|
|
2024
Q3 | $348K | Buy |
2,792
+54
| +2% | +$6.72K | 0.15% | 161 |
|
|
2024
Q2 | $244K | Sell |
2,738
-287
| -9% | -$25.6K | 0.1% | 232 |
|
|
2024
Q1 | $294K | Buy |
3,025
+342
| +13% | +$33.3K | 0.05% | 349 |
|
|
2023
Q4 | $250K | Sell |
2,683
-804
| -23% | -$74.8K | 0.04% | 414 |
|
|
2023
Q3 | $258K | Sell |
3,487
-3,878
| -53% | -$286K | 0.04% | 390 |
|
|
2023
Q2 | $594K | Buy |
7,365
+34
| +0.5% | +$2.74K | 0.06% | 296 |
|
|
2023
Q1 | $534K | Sell |
7,331
-4,547
| -38% | -$331K | 0.06% | 313 |
|
|
2022
Q4 | $914K | Buy |
11,878
+2,199
| +23% | +$169K | 0.11% | 202 |
|
|
2022
Q3 | $653K | Sell |
9,679
-608
| -6% | -$41K | 0.09% | 239 |
|
|
2022
Q2 | $757K | Buy |
10,287
+424
| +4% | +$31.2K | 0.1% | 217 |
|
|
2022
Q1 | $903K | Buy |
9,863
+908
| +10% | +$83.1K | 0.1% | 216 |
|
|
2021
Q4 | $972K | Buy |
8,955
+544
| +6% | +$59K | 0.1% | 204 |
|
|
2021
Q3 | $819K | Buy |
8,411
+130
| +2% | +$12.7K | 0.11% | 199 |
|
|
2021
Q2 | $710K | Sell |
8,281
-1,054
| -11% | -$90.4K | 0.11% | 199 |
|
|
2021
Q1 | $738K | Buy |
9,335
+3,651
| +64% | +$289K | 0.15% | 172 |
|
|
2020
Q4 | $357K | Buy |
+5,684
| New | +$357K | 0.11% | 203 |
|