Baker Tilly Wealth Management’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $709K | Buy |
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|
2025
Q2 | $501K | Buy |
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|
2025
Q1 | $389K | Buy |
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|
2024
Q4 | $362K | Sell |
|
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|
2024
Q3 | $348K | Buy |
|
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|
2024
Q2 | $244K | Sell |
|
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|
2024
Q1 | $294K | Buy |
|
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|
2023
Q4 | $250K | Sell |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $594K | Buy |
|
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|
2023
Q1 | $534K | Sell |
|
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|
2022
Q4 | $914K | Buy |
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|
2022
Q3 | $653K | Sell |
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|
2022
Q2 | $757K | Buy |
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|
2022
Q1 | $903K | Buy |
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|
2021
Q4 | $972K | Buy |
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|
2021
Q3 | $819K | Buy |
|
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|
2021
Q2 | $710K | Sell |
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|
2021
Q1 | $738K | Buy |
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|
2020
Q4 | $357K | Buy |
|