Carson Wealth (CWM LLC)’s CBRE Group CBRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
13,479
-8,150
| -38% | -$1.14M | 0.01% | 971 |
|
|
2025
Q1 | $2.83M | Buy |
21,629
+8,001
| +59% | +$1.05M | 0.01% | 715 |
|
|
2024
Q4 | $1.79M | Buy |
13,628
+4,159
| +44% | +$546K | 0.01% | 824 |
|
|
2024
Q3 | $1.18M | Sell |
9,469
-92
| -1% | -$11.5K | 0.01% | 931 |
|
|
2024
Q2 | $852K | Sell |
9,561
-797
| -8% | -$71K | ﹤0.01% | 981 |
|
|
2024
Q1 | $1.01M | Buy |
10,358
+356
| +4% | +$34.6K | ﹤0.01% | 849 |
|
|
2023
Q4 | $931K | Sell |
10,002
-337
| -3% | -$31.4K | 0.01% | 835 |
|
|
2023
Q3 | $764K | Sell |
10,339
-251
| -2% | -$18.5K | ﹤0.01% | 839 |
|
|
2023
Q2 | $855K | Buy |
10,590
+2,097
| +25% | +$169K | 0.01% | 769 |
|
|
2023
Q1 | $618K | Buy |
8,493
+3,335
| +65% | +$243K | ﹤0.01% | 820 |
|
|
2022
Q4 | $397K | Buy |
5,158
+1,404
| +37% | +$108K | ﹤0.01% | 878 |
|
|
2022
Q3 | $253K | Buy |
3,754
+574
| +18% | +$38.7K | ﹤0.01% | 959 |
|
|
2022
Q2 | $234K | Buy |
3,180
+1,258
| +65% | +$92.6K | ﹤0.01% | 976 |
|
|
2022
Q1 | $176K | Buy |
1,922
+496
| +35% | +$45.4K | ﹤0.01% | 1089 |
|
|
2021
Q4 | $155K | Buy |
+1,426
| New | +$155K | ﹤0.01% | 1123 |
|
|
2021
Q2 | $68K | Hold |
789
| – | – | ﹤0.01% | 1271 |
|
|
2021
Q1 | $68K | Hold |
789
| – | – | ﹤0.01% | 1271 |
|
|
2020
Q4 | $68K | Hold |
789
| – | – | ﹤0.01% | 1271 |
|
|
2020
Q3 | $68K | Hold |
789
| – | – | ﹤0.01% | 1271 |
|
|
2020
Q2 | $68K | Hold |
789
| – | – | ﹤0.01% | 1271 |
|
|
2020
Q1 | $68K | Hold |
789
| – | – | ﹤0.01% | 1271 |
|
|
2019
Q4 | $68K | Hold |
789
| – | – | ﹤0.01% | 1271 |
|
|
2019
Q3 | $68K | Hold |
789
| – | – | ﹤0.01% | 1271 |
|
|
2019
Q2 | $68K | Hold |
789
| – | – | ﹤0.01% | 1271 |
|
|
2019
Q1 | $68K | Buy |
789
+261
| +49% | +$22.5K | ﹤0.01% | 1271 |
|
|
2018
Q4 | $21K | Buy |
528
+299
| +131% | +$11.9K | ﹤0.01% | 1111 |
|
|
2018
Q3 | $10K | Buy |
229
+77
| +51% | +$3.36K | ﹤0.01% | 1141 |
|
|
2018
Q2 | $7K | Hold |
152
| – | – | ﹤0.01% | 1091 |
|
|
2018
Q1 | $7K | Hold |
152
| – | – | ﹤0.01% | 923 |
|
|
2017
Q4 | $7K | Sell |
152
-81
| -35% | -$3.73K | ﹤0.01% | 973 |
|
|
2017
Q3 | $9K | Buy |
+233
| New | +$9K | ﹤0.01% | 910 |
|
|
2013
Q4 | – | Sell |
-123
| Closed | -$3K | – | 581 |
|
|
2013
Q3 | $3K | Buy |
+123
| New | +$3K | ﹤0.01% | 412 |
|