Chase Investment Counsel’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,923
| Closed | -$515K | – | 130 |
|
|
2024
Q4 | $515K | Buy |
+3,923
| New | +$515K | 0.17% | 90 |
|
|
2016
Q1 | – | Sell |
-150,808
| Closed | -$5.21M | – | 104 |
|
|
2015
Q4 | $5.21M | Buy |
150,808
+13,365
| +10% | +$462K | 2.08% | 18 |
|
|
2015
Q3 | $4.4M | Sell |
137,443
-1,633
| -1% | -$52.3K | 1.78% | 26 |
|
|
2015
Q2 | $5.15M | Buy |
139,076
+100,425
| +260% | +$3.72M | 1.87% | 26 |
|
|
2015
Q1 | $1.5M | Sell |
38,651
-1,824
| -5% | -$70.6K | 0.53% | 60 |
|
|
2014
Q4 | $1.39M | Sell |
40,475
-890
| -2% | -$30.5K | 0.49% | 66 |
|
|
2014
Q3 | $1.23M | Sell |
41,365
-3,200
| -7% | -$95.2K | 0.44% | 77 |
|
|
2014
Q2 | $1.43M | Buy |
+44,565
| New | +$1.43M | 0.48% | 73 |
|