Circle Wealth Management’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	$223K	Sell	1,594 -28	-2%	-$3.92K	﹤0.01%	207
2025 Q1	$212K	Buy	1,622 +28	+2%	+$3.66K	﹤0.01%	212
2024 Q4	$209K	Buy	+1,594	New	+$209K	﹤0.01%	210
2022 Q1	–	Sell	-2,008	Closed	-$218K	–	187
2021 Q4	$218K	Buy	+2,008	New	+$218K	0.03%	185