Cornerstone 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 | $836K | Sell |
5,966
-233
| -4% | -$32.6K | 0.05% | 299 |
|
|
2025
Q1 | $811K | Sell |
6,199
-204
| -3% | -$26.7K | 0.05% | 284 |
|
|
2024
Q4 | $841K | Sell |
6,403
-382
| -6% | -$50.2K | 0.06% | 262 |
|
|
2024
Q3 | $845K | Sell |
6,785
-143
| -2% | -$17.8K | 0.06% | 245 |
|
|
2024
Q2 | $617K | Hold |
6,928
| – | – | 0.05% | 288 |
|
|
2024
Q1 | $674K | Buy |
6,928
+363
| +6% | +$35.3K | 0.05% | 270 |
|
|
2023
Q4 | $611K | Sell |
6,565
-473
| -7% | -$44K | 0.05% | 279 |
|
|
2023
Q3 | $520K | Buy |
7,038
+22
| +0.3% | +$1.63K | 0.05% | 295 |
|
|
2023
Q2 | $566K | Buy |
7,016
+300
| +4% | +$24.2K | 0.05% | 280 |
|
|
2023
Q1 | $489K | Buy |
+6,716
| New | +$489K | 0.05% | 283 |
|
|
2022
Q3 | $460K | Hold |
6,816
| – | – | 0.05% | 273 |
|
|
2022
Q2 | $502K | Buy |
6,816
+110
| +2% | +$8.1K | 0.06% | 259 |
|
|
2022
Q1 | $614K | Sell |
6,706
-225
| -3% | -$20.6K | 0.06% | 243 |
|
|
2021
Q4 | $756K | Buy |
6,931
+192
| +3% | +$20.9K | 0.07% | 224 |
|
|
2021
Q3 | $656K | Sell |
6,739
-56
| -0.8% | -$5.45K | 0.07% | 232 |
|
|
2021
Q2 | $583K | Sell |
6,795
-55
| -0.8% | -$4.72K | 0.06% | 262 |
|
|
2021
Q1 | $542K | Sell |
6,850
-685
| -9% | -$54.2K | 0.06% | 260 |
|
|
2020
Q4 | $473K | Sell |
7,535
-500
| -6% | -$31.4K | 0.06% | 259 |
|
|
2020
Q3 | $377K | Sell |
8,035
-423
| -5% | -$19.8K | 0.06% | 258 |
|
|
2020
Q2 | $382K | Sell |
8,458
-200
| -2% | -$9.03K | 0.06% | 249 |
|
|
2020
Q1 | $326K | Hold |
8,658
| – | – | 0.06% | 254 |
|
|
2019
Q4 | $531K | Sell |
8,658
-827
| -9% | -$50.7K | 0.09% | 199 |
|
|
2019
Q3 | $503K | Sell |
9,485
-24
| -0.3% | -$1.27K | 0.09% | 205 |
|
|
2019
Q2 | $486K | Buy |
9,509
+934
| +11% | +$47.7K | 0.09% | 209 |
|
|
2019
Q1 | $654K | Buy |
8,575
+2,188
| +34% | +$167K | 0.08% | 242 |
|
|
2018
Q4 | $256K | Sell |
6,387
-160,884
| -96% | -$6.45M | 0.05% | 280 |
|
|
2018
Q3 | $4.31M | Sell |
167,271
-68,362
| -29% | -$1.76M | 0.05% | 325 |
|
|
2018
Q2 | $4.94M | Buy |
235,633
+230,861
| +4,838% | +$4.84M | 0.06% | 323 |
|
|
2018
Q1 | $223K | Buy |
4,772
+62
| +1% | +$2.9K | 0.04% | 341 |
|
|
2017
Q4 | $208K | Buy |
+4,710
| New | +$208K | 0.04% | 383 |
|