FineMark National Bank & Trust’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 | $1.7M | Buy |
12,144
+59
| +0.5% | +$8.27K | 0.06% | 170 |
|
|
2025
Q1 | $1.58M | Hold |
12,085
| – | – | 0.06% | 170 |
|
|
2024
Q4 | $1.59M | Buy |
12,085
+35
| +0.3% | +$4.6K | 0.06% | 166 |
|
|
2024
Q3 | $1.5M | Hold |
12,050
| – | – | 0.05% | 173 |
|
|
2024
Q2 | $1.07M | Buy |
12,050
+1,199
| +11% | +$107K | 0.04% | 195 |
|
|
2024
Q1 | $1.06M | Sell |
10,851
-3
| -0% | -$292 | 0.04% | 208 |
|
|
2023
Q4 | $1.01M | Buy |
+10,854
| New | +$1.01M | 0.04% | 204 |
|
|
2017
Q1 | – | Sell |
-1,859
| Closed | -$59K | – | 460 |
|
|
2016
Q4 | $59K | Hold |
1,859
| – | – | ﹤0.01% | 591 |
|
|
2016
Q3 | $52K | Hold |
1,859
| – | – | 0.01% | 587 |
|
|
2016
Q2 | $49K | Sell |
1,859
-29
| -2% | -$764 | 0.01% | 602 |
|
|
2016
Q1 | $54K | Sell |
1,888
-170
| -8% | -$4.86K | 0.01% | 554 |
|
|
2015
Q4 | $71K | Hold |
2,058
| – | – | 0.01% | 508 |
|
|
2015
Q3 | $66K | Sell |
2,058
-361
| -15% | -$11.6K | 0.01% | 548 |
|
|
2015
Q2 | $90K | Sell |
2,419
-142
| -6% | -$5.28K | 0.01% | 513 |
|
|
2015
Q1 | $99K | Buy |
2,561
+408
| +19% | +$15.8K | 0.01% | 489 |
|
|
2014
Q4 | $73K | Buy |
2,153
+181
| +9% | +$6.14K | 0.01% | 571 |
|
|
2014
Q3 | $59K | Buy |
1,972
+115
| +6% | +$3.44K | 0.01% | 592 |
|
|
2014
Q2 | $60K | Buy |
1,857
+360
| +24% | +$11.6K | 0.01% | 575 |
|
|
2014
Q1 | $41K | Hold |
1,497
| – | – | 0.01% | 666 |
|
|
2013
Q4 | $39K | Hold |
1,497
| – | – | 0.01% | 634 |
|
|
2013
Q3 | $35K | Hold |
1,497
| – | – | 0.01% | 646 |
|
|
2013
Q2 | $35K | Buy |
+1,497
| New | +$35K | 0.01% | 640 |
|