Forum Financial Management’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
Q3 | $672K | Buy |
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|
2025
Q2 | $591K | Buy |
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|
2025
Q1 | $511K | Buy |
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|
2024
Q4 | $513K | Buy |
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|
2024
Q3 | $358K | Buy |
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|
2024
Q2 | $256K | Buy |
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|
2024
Q1 | $279K | Hold |
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|
2023
Q4 | $267K | Hold |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $232K | Buy |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $286K | Buy |
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|
2021
Q4 | $307K | Buy |
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