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
2026
Q1
Sell
2025
Q4
$686K Buy
2025
Q3
$672K Buy
2025
Q2
$591K Buy
2025
Q1
$511K Buy
2024
Q4
$513K Buy
2024
Q3
$358K Buy
2024
Q2
$256K Buy
2024
Q1
$279K Hold
2023
Q4
$267K Hold
2023
Q3
$212K Hold
2023
Q2
$232K Buy
2023
Q1
$206K Buy
2022
Q4
$218K Buy
2022
Q3
Sell
2022
Q2
$213K Sell
2022
Q1
$286K Buy
2021
Q4
$307K Buy