Beverly Hills Private Wealth’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 | $661K | Sell |
4,719
-348
| -7% | -$48.8K | 0.12% | 150 |
|
|
2025
Q1 | $663K | Buy |
5,067
+93
| +2% | +$12.2K | 0.13% | 142 |
|
|
2024
Q4 | $653K | Sell |
4,974
-608
| -11% | -$79.8K | 0.13% | 145 |
|
|
2024
Q3 | $695K | Sell |
5,582
-1,083
| -16% | -$135K | 0.14% | 149 |
|
|
2024
Q2 | $594K | Sell |
6,665
-425
| -6% | -$37.9K | 0.13% | 164 |
|
|
2024
Q1 | $689K | Sell |
7,090
-532
| -7% | -$51.7K | 0.16% | 144 |
|
|
2023
Q4 | $710K | Sell |
7,622
-664
| -8% | -$61.8K | 0.19% | 121 |
|
|
2023
Q3 | $612K | Sell |
8,286
-8,552
| -51% | -$632K | 0.18% | 124 |
|
|
2023
Q2 | $1.41M | Buy |
16,838
+8,632
| +105% | +$724K | 0.23% | 100 |
|
|
2023
Q1 | $597K | Buy |
8,206
+1,385
| +20% | +$101K | 0.19% | 122 |
|
|
2022
Q4 | $525K | Buy |
+6,821
| New | +$525K | 0.23% | 108 |
|