Circle Wealth Management’s CBRE Group CBRE Stock Holding History

Circle Wealth Management’s Portfolio CBRE Stock Details CBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$223K	Sell
2025 Q1	$212K	Buy
2024 Q4	$209K	Buy
2022 Q1	–	Sell
2021 Q4	$218K	Buy