Bartlett & Co 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 | $325K | Buy |
2,319
+44
| +2% | +$6.17K | ﹤0.01% | 384 |
|
|
2025
Q1 | $298K | Sell |
2,275
-176
| -7% | -$23K | ﹤0.01% | 396 |
|
|
2024
Q4 | $322K | Hold |
2,451
| – | – | ﹤0.01% | 383 |
|
|
2024
Q3 | $305K | Hold |
2,451
| – | – | ﹤0.01% | 395 |
|
|
2024
Q2 | $218K | Sell |
2,451
-6
| -0.2% | -$535 | ﹤0.01% | 431 |
|
|
2024
Q1 | $239K | Buy |
2,457
+6
| +0.2% | +$583 | ﹤0.01% | 435 |
|
|
2023
Q4 | $230K | Hold |
2,451
| – | – | ﹤0.01% | 454 |
|
|
2023
Q3 | $181K | Hold |
2,451
| – | – | ﹤0.01% | 458 |
|
|
2023
Q2 | $198K | Hold |
2,451
| – | – | ﹤0.01% | 453 |
|
|
2023
Q1 | $178K | Hold |
2,451
| – | – | ﹤0.01% | 392 |
|
|
2022
Q4 | $189K | Sell |
2,451
-300
| -11% | -$23.1K | ﹤0.01% | 390 |
|
|
2022
Q3 | $186K | Hold |
2,751
| – | – | ﹤0.01% | 383 |
|
|
2022
Q2 | $203K | Hold |
2,751
| – | – | ﹤0.01% | 371 |
|
|
2022
Q1 | $252K | Hold |
2,751
| – | – | ﹤0.01% | 360 |
|
|
2021
Q4 | $299K | Hold |
2,751
| – | – | 0.01% | 350 |
|
|
2021
Q3 | $268K | Sell |
2,751
-319
| -10% | -$31.1K | 0.01% | 315 |
|
|
2021
Q2 | $263K | Hold |
3,070
| – | – | 0.01% | 310 |
|
|
2021
Q1 | $243K | Hold |
3,070
| – | – | ﹤0.01% | 316 |
|
|
2020
Q4 | $193K | Buy |
3,070
+29
| +1% | +$1.82K | ﹤0.01% | 333 |
|
|
2020
Q3 | $143K | Hold |
3,041
| – | – | ﹤0.01% | 338 |
|
|
2020
Q2 | $138K | Hold |
3,041
| – | – | ﹤0.01% | 349 |
|
|
2020
Q1 | $115K | Hold |
3,041
| – | – | ﹤0.01% | 350 |
|
|
2019
Q4 | $186K | Hold |
3,041
| – | – | ﹤0.01% | 340 |
|
|
2019
Q3 | $161K | Buy |
3,041
+51
| +2% | +$2.7K | ﹤0.01% | 348 |
|
|
2019
Q2 | $153K | Buy |
+2,990
| New | +$153K | 0.01% | 277 |
|