Envestnet Portfolio Solutions’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
$4.56M Sell
32,529
-2,866
-8% -$402K 0.02% 386
2025
Q1
$4.63M Sell
35,395
-42,583
-55% -$5.57M 0.02% 380
2024
Q4
$10.2M Buy
77,978
+6,566
+9% +$862K 0.03% 244
2024
Q3
$8.89M Sell
71,412
-3,098
-4% -$386K 0.03% 271
2024
Q2
$6.64M Sell
74,510
-26,895
-27% -$2.4M 0.02% 314
2024
Q1
$9.86M Buy
101,405
+18,620
+22% +$1.81M 0.04% 230
2023
Q4
$7.71M Sell
82,785
-11,756
-12% -$1.09M 0.03% 243
2023
Q3
$6.98M Buy
+94,541
New +$6.98M 0.03% 236