Carolinas Wealth Consulting’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 | – | Sell |
-17
| Closed | -$2.22K | – | 130 |
|
|
2025
Q1 | $2.22K | Hold |
17
| – | – | ﹤0.01% | 781 |
|
|
2024
Q4 | $2.23K | Hold |
17
| – | – | ﹤0.01% | 808 |
|
|
2024
Q3 | $2.12K | Buy |
17
+5
| +42% | +$623 | ﹤0.01% | 806 |
|
|
2024
Q2 | $1.07K | Hold |
12
| – | – | ﹤0.01% | 901 |
|
|
2024
Q1 | $1.17K | Buy |
12
+5
| +71% | +$486 | ﹤0.01% | 874 |
|
|
2023
Q4 | $652 | Hold |
7
| – | – | ﹤0.01% | 883 |
|
|
2023
Q3 | $485 | Hold |
7
| – | – | ﹤0.01% | 928 |
|
|
2023
Q2 | $565 | Hold |
7
| – | – | ﹤0.01% | 982 |
|
|
2023
Q1 | $510 | Hold |
7
| – | – | ﹤0.01% | 989 |
|
|
2022
Q4 | $539 | Hold |
7
| – | – | ﹤0.01% | 989 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 880 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 797 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 826 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 863 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 833 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 844 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 850 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 887 |
|
|
2020
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 937 |
|
|
2020
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 661 |
|