EP Wealth Advisors’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Buy |
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|
2025
Q1 | $431K | Buy |
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|
2024
Q4 | $394K | Sell |
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|
2024
Q3 | $383K | Buy |
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|
2024
Q2 | $273K | Buy |
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|
2024
Q1 | $283K | Buy |
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|
2023
Q4 | $270K | Sell |
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|
2023
Q3 | $326K | Sell |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $0 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $313K | Sell |
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|
2021
Q4 | $381K | Buy |
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|
2021
Q3 | $328K | Buy |
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|
2021
Q2 | $286K | Buy |
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|
2021
Q1 | $214K | Sell |
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|
2020
Q4 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $313K | Sell |
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|
2019
Q3 | $387K | Sell |
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|
2019
Q2 | $383K | Buy |
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