Cahill Financial Advisors’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 | $407K | Hold |
2,908
| – | – | 0.05% | 194 |
|
2025
Q1 | $380K | Hold |
2,908
| – | – | 0.05% | 193 |
|
2024
Q4 | $382K | Sell |
2,908
-77
| -3% | -$10.1K | 0.05% | 188 |
|
2024
Q3 | $372K | Buy |
2,985
+7
| +0.2% | +$871 | 0.05% | 190 |
|
2024
Q2 | $265K | Buy |
2,978
+10
| +0.3% | +$891 | 0.04% | 230 |
|
2024
Q1 | $289K | Buy |
2,968
+55
| +2% | +$5.35K | 0.04% | 222 |
|
2023
Q4 | $271K | Buy |
2,913
+5
| +0.2% | +$465 | 0.04% | 211 |
|
2023
Q3 | $215K | Sell |
2,908
-10
| -0.3% | -$739 | 0.04% | 229 |
|
2023
Q2 | $236K | Buy |
2,918
+5
| +0.2% | +$404 | 0.04% | 220 |
|
2023
Q1 | $212K | Hold |
2,913
| – | – | 0.04% | 225 |
|
2022
Q4 | $224K | Buy |
+2,913
| New | +$224K | 0.04% | 213 |
|
2022
Q3 | – | Sell |
-2,913
| Closed | -$214K | – | 215 |
|
2022
Q2 | $214K | Buy |
2,913
+5
| +0.2% | +$367 | 0.05% | 200 |
|
2022
Q1 | $266K | Sell |
2,908
-753
| -21% | -$68.9K | 0.05% | 196 |
|
2021
Q4 | $397K | Hold |
3,661
| – | – | 0.08% | 171 |
|
2021
Q3 | $356K | Hold |
3,661
| – | – | 0.07% | 173 |
|
2021
Q2 | $314K | Hold |
3,661
| – | – | 0.07% | 173 |
|
2021
Q1 | $290K | Hold |
3,661
| – | – | 0.07% | 175 |
|
2020
Q4 | $230K | Buy |
+3,661
| New | +$230K | 0.06% | 180 |
|
2020
Q1 | – | Sell |
-3,661
| Closed | -$225K | – | 150 |
|
2019
Q4 | $225K | Buy |
+3,661
| New | +$225K | 0.08% | 150 |
|