Forum Financial 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 | $591K | Buy |
4,219
+311
| +8% | +$43.6K | 0.01% | 352 |
|
|
2025
Q1 | $511K | Buy |
3,908
+1
| +0% | +$131 | 0.01% | 363 |
|
|
2024
Q4 | $513K | Buy |
3,907
+1,031
| +36% | +$135K | 0.01% | 371 |
|
|
2024
Q3 | $358K | Buy |
2,876
+1
| +0% | +$124 | 0.01% | 442 |
|
|
2024
Q2 | $256K | Buy |
2,875
+4
| +0.1% | +$356 | ﹤0.01% | 545 |
|
|
2024
Q1 | $279K | Hold |
2,871
| – | – | ﹤0.01% | 526 |
|
|
2023
Q4 | $267K | Hold |
2,871
| – | – | 0.01% | 504 |
|
|
2023
Q3 | $212K | Hold |
2,871
| – | – | ﹤0.01% | 567 |
|
|
2023
Q2 | $232K | Buy |
2,871
+40
| +1% | +$3.23K | 0.01% | 547 |
|
|
2023
Q1 | $206K | Buy |
2,831
+1
| +0% | +$73 | 0.01% | 556 |
|
|
2022
Q4 | $218K | Buy |
+2,830
| New | +$218K | 0.01% | 517 |
|
|
2022
Q3 | – | Sell |
-2,894
| Closed | -$213K | – | 555 |
|
|
2022
Q2 | $213K | Sell |
2,894
-234
| -7% | -$17.2K | 0.01% | 493 |
|
|
2022
Q1 | $286K | Buy |
3,128
+299
| +11% | +$27.3K | 0.01% | 414 |
|
|
2021
Q4 | $307K | Buy |
+2,829
| New | +$307K | 0.02% | 408 |
|