Eads & Heald 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 | $1.19M | Sell |
8,515
-409
| -5% | -$57.3K | 0.59% | 75 |
|
|
2025
Q1 | $1.17M | Sell |
8,924
-300
| -3% | -$39.2K | 0.59% | 73 |
|
|
2024
Q4 | $1.21M | Buy |
9,224
+371
| +4% | +$48.7K | 0.6% | 74 |
|
|
2024
Q3 | $1.1M | Sell |
8,853
-776
| -8% | -$96.6K | 0.52% | 81 |
|
|
2024
Q2 | $858K | Buy |
9,629
+378
| +4% | +$33.7K | 0.41% | 90 |
|
|
2024
Q1 | $900K | Sell |
9,251
-608
| -6% | -$59.2K | 0.42% | 92 |
|
|
2023
Q4 | $918K | Sell |
9,859
-695
| -7% | -$64.7K | 0.44% | 89 |
|
|
2023
Q3 | $780K | Buy |
10,554
+384
| +4% | +$28.4K | 0.41% | 94 |
|
|
2023
Q2 | $821K | Buy |
10,170
+2,085
| +26% | +$168K | 0.4% | 93 |
|
|
2023
Q1 | $589K | Buy |
8,085
+1,930
| +31% | +$141K | 0.29% | 106 |
|
|
2022
Q4 | $474K | Sell |
6,155
-4,061
| -40% | -$313K | 0.24% | 113 |
|
|
2022
Q3 | $690K | Buy |
+10,216
| New | +$690K | 0.39% | 96 |
|