Evernest Financial 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 | $321K | Hold |
2,291
| – | – | 0.1% | 137 |
|
|
2025
Q1 | $300K | Sell |
2,291
-312
| -12% | -$40.8K | 0.11% | 129 |
|
|
2024
Q4 | $342K | Hold |
2,603
| – | – | 0.09% | 126 |
|
|
2024
Q3 | $324K | Hold |
2,603
| – | – | 0.09% | 124 |
|
|
2024
Q2 | $232K | Hold |
2,603
| – | – | 0.1% | 120 |
|
|
2024
Q1 | $221K | Sell |
2,603
-2,291
| -47% | -$195K | 0.1% | 120 |
|
|
2023
Q4 | $456K | Buy |
+4,894
| New | +$456K | 0.23% | 90 |
|
|
2021
Q4 | $225K | Buy |
+2,603
| New | +$225K | 0.12% | 114 |
|