Bartlett & Co 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 | $362K | Sell |
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|
2025
Q2 | $325K | Buy |
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|
2025
Q1 | $298K | Sell |
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|
2024
Q4 | $322K | Hold |
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|
2024
Q3 | $305K | Hold |
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|
2024
Q2 | $218K | Sell |
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|
2024
Q1 | $239K | Buy |
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|
2023
Q4 | $230K | Hold |
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|
2023
Q3 | $181K | Hold |
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|
2023
Q2 | $198K | Hold |
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|
2023
Q1 | $178K | Hold |
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|
2022
Q4 | $189K | Sell |
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|
2022
Q3 | $186K | Hold |
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|
2022
Q2 | $203K | Hold |
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|
2022
Q1 | $252K | Hold |
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|
2021
Q4 | $299K | Hold |
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|
2021
Q3 | $268K | Sell |
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|
2021
Q2 | $263K | Hold |
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|
2021
Q1 | $243K | Hold |
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|
2020
Q4 | $193K | Buy |
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|
2020
Q3 | $143K | Hold |
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|
2020
Q2 | $138K | Hold |
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|
2020
Q1 | $115K | Hold |
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|
2019
Q4 | $186K | Hold |
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|
2019
Q3 | $161K | Buy |
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|
2019
Q2 | $153K | Buy |
|