Evermay 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 | $283K | Hold |
2,017
| – | – | 0.03% | 172 |
|
|
2025
Q1 | $264K | Hold |
2,017
| – | – | 0.03% | 167 |
|
|
2024
Q4 | $265K | Hold |
2,017
| – | – | 0.04% | 169 |
|
|
2024
Q3 | $251K | Hold |
2,017
| – | – | 0.04% | 175 |
|
|
2024
Q2 | $180K | Hold |
2,017
| – | – | 0.03% | 206 |
|
|
2024
Q1 | $196K | Sell |
2,017
-4
| -0.2% | -$389 | 0.03% | 204 |
|
|
2023
Q4 | $188K | Buy |
2,021
+4
| +0.2% | +$372 | 0.03% | 186 |
|
|
2023
Q3 | $149K | Hold |
2,017
| – | – | 0.03% | 192 |
|
|
2023
Q2 | $163K | Hold |
2,017
| – | – | 0.03% | 198 |
|
|
2023
Q1 | $147K | Hold |
2,017
| – | – | 0.03% | 204 |
|
|
2022
Q4 | $155K | Buy |
+2,017
| New | +$155K | 0.03% | 186 |
|