Clearstead Advisors’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 | $1.25M | Buy |
8,896
+760
| +9% | +$106K | 0.02% | 392 |
|
|
2025
Q1 | $1.06M | Sell |
8,136
-508
| -6% | -$66.4K | 0.02% | 393 |
|
|
2024
Q4 | $1.13M | Buy |
8,644
+424
| +5% | +$55.7K | 0.02% | 387 |
|
|
2024
Q3 | $1.02M | Sell |
8,220
-100
| -1% | -$12.4K | 0.02% | 415 |
|
|
2024
Q2 | $741K | Buy |
8,320
+5,362
| +181% | +$478K | 0.01% | 458 |
|
|
2024
Q1 | $261K | Sell |
2,958
-59
| -2% | -$5.2K | 0.01% | 426 |
|
|
2023
Q4 | $281K | Sell |
3,017
-3,017
| -50% | -$281K | 0.01% | 411 |
|
|
2023
Q3 | $446K | Buy |
6,034
+3,017
| +100% | +$223K | 0.01% | 425 |
|
|
2023
Q2 | $244K | Buy |
3,017
+350
| +13% | +$28.2K | 0.01% | 402 |
|
|
2023
Q1 | $194K | Hold |
2,667
| – | – | 0.01% | 398 |
|
|
2022
Q4 | $205K | Sell |
2,667
-77
| -3% | -$5.93K | 0.02% | 376 |
|
|
2022
Q3 | $185K | Hold |
2,744
| – | – | 0.02% | 371 |
|
|
2022
Q2 | $202K | Buy |
2,744
+704
| +35% | +$51.8K | 0.02% | 373 |
|
|
2022
Q1 | $187K | Buy |
2,040
+453
| +29% | +$41.5K | 0.01% | 414 |
|
|
2021
Q4 | $172K | Buy |
1,587
+587
| +59% | +$63.6K | 0.01% | 420 |
|
|
2021
Q3 | $97K | Sell |
1,000
-37
| -4% | -$3.59K | 0.01% | 485 |
|
|
2021
Q2 | $89K | Buy |
1,037
+24
| +2% | +$2.06K | 0.01% | 473 |
|
|
2021
Q1 | $80K | Buy |
+1,013
| New | +$80K | 0.01% | 475 |
|