EP Wealth Advisors’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 | $543K | Buy |
3,875
+582
| +18% | +$81.5K | ﹤0.01% | 753 |
|
|
2025
Q1 | $431K | Buy |
3,293
+295
| +10% | +$38.6K | ﹤0.01% | 760 |
|
|
2024
Q4 | $394K | Sell |
2,998
-81
| -3% | -$10.6K | ﹤0.01% | 765 |
|
|
2024
Q3 | $383K | Buy |
3,079
+16
| +0.5% | +$1.99K | ﹤0.01% | 777 |
|
|
2024
Q2 | $273K | Buy |
3,063
+152
| +5% | +$13.5K | ﹤0.01% | 680 |
|
|
2024
Q1 | $283K | Buy |
2,911
+6
| +0.2% | +$583 | ﹤0.01% | 646 |
|
|
2023
Q4 | $270K | Sell |
2,905
-1,512
| -34% | -$141K | ﹤0.01% | 644 |
|
|
2023
Q3 | $326K | Sell |
4,417
-20,583
| -82% | -$1.52M | 0.01% | 542 |
|
|
2023
Q2 | $338K | Buy |
25,000
+5,400
| +28% | +$73.1K | ﹤0.01% | 536 |
|
|
2023
Q1 | $0 | Buy |
+19,600
| New | – | ﹤0.01% | 645 |
|
|
2022
Q3 | – | Sell |
-3,399
| Closed | -$250K | – | 378 |
|
|
2022
Q2 | $250K | Sell |
3,399
-20
| -0.6% | -$1.47K | 0.01% | 524 |
|
|
2022
Q1 | $313K | Sell |
3,419
-92
| -3% | -$8.42K | 0.01% | 481 |
|
|
2021
Q4 | $381K | Buy |
3,511
+139
| +4% | +$15.1K | 0.01% | 417 |
|
|
2021
Q3 | $328K | Buy |
3,372
+33
| +1% | +$3.21K | 0.01% | 414 |
|
|
2021
Q2 | $286K | Buy |
3,339
+638
| +24% | +$54.6K | 0.01% | 452 |
|
|
2021
Q1 | $214K | Sell |
2,701
-546
| -17% | -$43.3K | 0.01% | 466 |
|
|
2020
Q4 | $204K | Buy |
+3,247
| New | +$204K | 0.01% | 411 |
|
|
2020
Q1 | – | Sell |
-5,109
| Closed | -$313K | – | 373 |
|
|
2019
Q4 | $313K | Sell |
5,109
-2,188
| -30% | -$134K | 0.01% | 323 |
|
|
2019
Q3 | $387K | Sell |
7,297
-162
| -2% | -$8.59K | 0.02% | 246 |
|
|
2019
Q2 | $383K | Buy |
+7,459
| New | +$383K | 0.02% | 212 |
|