Crestwood Advisors Group’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
$3.54M Sell
25,233
-303
-1% -$42.5K 0.06% 158
2025
Q1
$3.34M Sell
25,536
-862
-3% -$113K 0.06% 159
2024
Q4
$3.47M Sell
26,398
-74
-0.3% -$9.72K 0.07% 148
2024
Q3
$3.3M Sell
26,472
-918
-3% -$114K 0.06% 149
2024
Q2
$2.44M Sell
27,390
-892
-3% -$79.5K 0.05% 162
2024
Q1
$2.75M Sell
28,282
-1,864
-6% -$181K 0.06% 149
2023
Q4
$2.81M Sell
30,146
-4,153
-12% -$387K 0.07% 146
2023
Q3
$2.53M Sell
34,299
-4,220
-11% -$312K 0.07% 140
2023
Q2
$3.11M Sell
38,519
-6,786
-15% -$548K 0.1% 99
2023
Q1
$3.3M Sell
45,305
-580
-1% -$42.2K 0.11% 96
2022
Q4
$3.53M Sell
45,885
-453
-1% -$34.9K 0.12% 97
2022
Q3
$3.13M Sell
46,338
-4,090
-8% -$276K 0.11% 101
2022
Q2
$3.71M Buy
50,428
+6,084
+14% +$448K 0.12% 98
2022
Q1
$4.06M Sell
44,344
-1,626
-4% -$149K 0.11% 100
2021
Q4
$4.99M Sell
45,970
-1,476
-3% -$160K 0.13% 96
2021
Q3
$4.62M Sell
47,446
-440
-0.9% -$42.8K 0.13% 97
2021
Q2
$4.11M Hold
47,886
0.12% 99
2021
Q1
$3.79M Sell
47,886
-644
-1% -$50.9K 0.12% 101
2020
Q4
$3.04M Sell
48,530
-11,200
-19% -$703K 0.1% 106
2020
Q3
$2.81M Sell
59,730
-1,886
-3% -$88.6K 0.11% 97
2020
Q2
$2.79M Sell
61,616
-28,649
-32% -$1.3M 0.11% 97
2020
Q1
$3.4M Sell
90,265
-4,875
-5% -$184K 0.17% 94
2019
Q4
$5.83M Buy
95,140
+925
+1% +$56.7K 0.23% 90
2019
Q3
$4.99M Sell
94,215
-3,770
-4% -$200K 0.22% 92
2019
Q2
$5.03M Buy
+97,985
New +$5.03M 0.23% 88