Carson Wealth (CWM LLC)’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 | $2.14M | Buy |
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|
2025
Q2 | $1.89M | Sell |
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|
2025
Q1 | $2.83M | Buy |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $852K | Sell |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $931K | Sell |
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|
2023
Q3 | $764K | Sell |
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|
2023
Q2 | $855K | Buy |
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|
2023
Q1 | $618K | Buy |
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|
2022
Q4 | $397K | Buy |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $234K | Buy |
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|
2022
Q1 | $176K | Buy |
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|
2021
Q4 | $155K | Buy |
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|
2021
Q2 | $68K | Hold |
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|
2021
Q1 | $68K | Hold |
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|
2020
Q4 | $68K | Hold |
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|
2020
Q3 | $68K | Hold |
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|
2020
Q2 | $68K | Hold |
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|
2020
Q1 | $68K | Hold |
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|
2019
Q4 | $68K | Hold |
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|
2019
Q3 | $68K | Hold |
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|
2019
Q2 | $68K | Hold |
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|
2019
Q1 | $68K | Buy |
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|
2018
Q4 | $21K | Buy |
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|
2018
Q3 | $10K | Buy |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $7K | Hold |
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|
2017
Q4 | $7K | Sell |
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|
2017
Q3 | $9K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $3K | Buy |
|