Creative Planning’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 | $6.75M | Buy |
48,152
+2,217
| +5% | +$311K | 0.01% | 656 |
|
|
2025
Q1 | $6.01M | Buy |
45,935
+3,510
| +8% | +$459K | 0.01% | 651 |
|
|
2024
Q4 | $5.57M | Buy |
42,425
+4,621
| +12% | +$607K | 0.01% | 626 |
|
|
2024
Q3 | $4.71M | Buy |
37,804
+2,092
| +6% | +$260K | ﹤0.01% | 662 |
|
|
2024
Q2 | $3.18M | Buy |
35,712
+1,295
| +4% | +$115K | ﹤0.01% | 793 |
|
|
2024
Q1 | $3.35M | Buy |
34,417
+3,139
| +10% | +$305K | ﹤0.01% | 757 |
|
|
2023
Q4 | $2.91M | Sell |
31,278
-1,396
| -4% | -$130K | 0.01% | 753 |
|
|
2023
Q3 | $2.41M | Buy |
32,674
+12,594
| +63% | +$930K | ﹤0.01% | 781 |
|
|
2023
Q2 | $1.62M | Buy |
20,080
+1,044
| +5% | +$84.3K | ﹤0.01% | 909 |
|
|
2023
Q1 | $1.39M | Sell |
19,036
-1,076
| -5% | -$78.3K | ﹤0.01% | 922 |
|
|
2022
Q4 | $1.55M | Buy |
20,112
+9,806
| +95% | +$755K | ﹤0.01% | 839 |
|
|
2022
Q3 | $696K | Buy |
10,306
+3,603
| +54% | +$243K | ﹤0.01% | 1130 |
|
|
2022
Q2 | $493K | Buy |
6,703
+1,678
| +33% | +$123K | ﹤0.01% | 1318 |
|
|
2022
Q1 | $460K | Buy |
5,025
+184
| +4% | +$16.8K | ﹤0.01% | 1365 |
|
|
2021
Q4 | $525K | Buy |
4,841
+569
| +13% | +$61.7K | ﹤0.01% | 1271 |
|
|
2021
Q3 | $416K | Buy |
4,272
+64
| +2% | +$6.23K | ﹤0.01% | 1393 |
|
|
2021
Q2 | $361K | Sell |
4,208
-494
| -11% | -$42.4K | ﹤0.01% | 1449 |
|
|
2021
Q1 | $372K | Buy |
4,702
+290
| +7% | +$22.9K | ﹤0.01% | 1613 |
|
|
2020
Q4 | $277K | Buy |
4,412
+57
| +1% | +$3.58K | ﹤0.01% | 1651 |
|
|
2020
Q3 | $205K | Buy |
+4,355
| New | +$205K | ﹤0.01% | 1641 |
|
|
2020
Q1 | – | Sell |
-5,746
| Closed | -$352K | – | 1761 |
|
|
2019
Q4 | $352K | Sell |
5,746
-7,099
| -55% | -$435K | ﹤0.01% | 1298 |
|
|
2019
Q3 | $681K | Buy |
12,845
+199
| +2% | +$10.6K | ﹤0.01% | 911 |
|
|
2019
Q2 | $649K | Sell |
12,646
-1,126
| -8% | -$57.8K | ﹤0.01% | 937 |
|
|
2019
Q1 | $681K | Buy |
13,772
+1,073
| +8% | +$53.1K | ﹤0.01% | 889 |
|
|
2018
Q4 | $508K | Sell |
12,699
-174
| -1% | -$6.96K | ﹤0.01% | 955 |
|
|
2018
Q3 | $568K | Buy |
12,873
+704
| +6% | +$31.1K | ﹤0.01% | 1003 |
|
|
2018
Q2 | $581K | Sell |
12,169
-1,542
| -11% | -$73.6K | ﹤0.01% | 982 |
|
|
2018
Q1 | $647K | Buy |
13,711
+2,571
| +23% | +$121K | ﹤0.01% | 942 |
|
|
2017
Q4 | $482K | Sell |
11,140
-9,432
| -46% | -$408K | ﹤0.01% | 1089 |
|
|
2017
Q3 | $779K | Buy |
20,572
+2,978
| +17% | +$113K | ﹤0.01% | 821 |
|
|
2017
Q2 | $640K | Buy |
17,594
+16,223
| +1,183% | +$590K | ﹤0.01% | 886 |
|
|
2017
Q1 | $48K | Sell |
1,371
-599
| -30% | -$21K | ﹤0.01% | 2479 |
|
|
2016
Q4 | $62K | Buy |
1,970
+662
| +51% | +$20.8K | ﹤0.01% | 2192 |
|
|
2016
Q3 | $37K | Buy |
1,308
+885
| +209% | +$25K | ﹤0.01% | 2567 |
|
|
2016
Q2 | $11K | Buy |
423
+18
| +4% | +$468 | ﹤0.01% | 3122 |
|
|
2016
Q1 | $12K | Sell |
405
-20,357
| -98% | -$603K | ﹤0.01% | 3072 |
|
|
2015
Q4 | $718K | Sell |
20,762
-538
| -3% | -$18.6K | 0.01% | 611 |
|
|
2015
Q3 | $682K | Buy |
21,300
+3,841
| +22% | +$123K | 0.01% | 614 |
|
|
2015
Q2 | $646K | Buy |
17,459
+763
| +5% | +$28.2K | 0.01% | 592 |
|
|
2015
Q1 | $646K | Buy |
16,696
+222
| +1% | +$8.59K | 0.01% | 624 |
|
|
2014
Q4 | $564K | Buy |
16,474
+117
| +0.7% | +$4.01K | 0.01% | 648 |
|
|
2014
Q3 | $486K | Sell |
16,357
-500
| -3% | -$14.9K | 0.01% | 665 |
|
|
2014
Q2 | $540K | Sell |
16,857
-16
| -0.1% | -$513 | 0.01% | 616 |
|
|
2014
Q1 | $463K | Sell |
16,873
-245
| -1% | -$6.72K | 0.01% | 653 |
|
|
2013
Q4 | $450K | Sell |
17,118
-11,345
| -40% | -$298K | 0.01% | 552 |
|
|
2013
Q3 | $658K | Buy |
28,463
+2,242
| +9% | +$51.8K | 0.01% | 362 |
|
|
2013
Q2 | $613K | Buy |
+26,221
| New | +$613K | 0.01% | 354 |
|