Creative Planning’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.75M | Buy |
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|
2025
Q1 | $6.01M | Buy |
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|
2024
Q4 | $5.57M | Buy |
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|
2024
Q3 | $4.71M | Buy |
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|
2024
Q2 | $3.18M | Buy |
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|
2024
Q1 | $3.35M | Buy |
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|
2023
Q4 | $2.91M | Sell |
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|
2023
Q3 | $2.41M | Buy |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $1.39M | Sell |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $696K | Buy |
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|
2022
Q2 | $493K | Buy |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $525K | Buy |
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|
2021
Q3 | $416K | Buy |
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|
2021
Q2 | $361K | Sell |
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|
2021
Q1 | $372K | Buy |
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|
2020
Q4 | $277K | Buy |
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|
2020
Q3 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $352K | Sell |
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|
2019
Q3 | $681K | Buy |
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|
2019
Q2 | $649K | Sell |
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|
2019
Q1 | $681K | Buy |
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|
2018
Q4 | $508K | Sell |
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|
2018
Q3 | $568K | Buy |
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|
2018
Q2 | $581K | Sell |
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|
2018
Q1 | $647K | Buy |
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|
2017
Q4 | $482K | Sell |
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|
2017
Q3 | $779K | Buy |
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|
2017
Q2 | $640K | Buy |
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|
2017
Q1 | $48K | Sell |
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|
2016
Q4 | $62K | Buy |
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|
2016
Q3 | $37K | Buy |
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|
2016
Q2 | $11K | Buy |
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|
2016
Q1 | $12K | Sell |
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|
2015
Q4 | $718K | Sell |
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|
2015
Q3 | $682K | Buy |
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|
2015
Q2 | $646K | Buy |
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|
2015
Q1 | $646K | Buy |
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|
2014
Q4 | $564K | Buy |
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|
2014
Q3 | $486K | Sell |
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|
2014
Q2 | $540K | Sell |
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|
2014
Q1 | $463K | Sell |
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|
2013
Q4 | $450K | Sell |
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|
2013
Q3 | $658K | Buy |
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|
2013
Q2 | $613K | Buy |
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