GeoWealth 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 | $241K | Sell |
1,723
-152
| -8% | -$21.3K | 0.01% | 608 |
|
|
2025
Q1 | $245K | Sell |
1,875
-400
| -18% | -$52.3K | 0.01% | 604 |
|
|
2024
Q4 | $299K | Sell |
2,275
-500
| -18% | -$65.6K | 0.01% | 625 |
|
|
2024
Q3 | $345K | Buy |
2,775
+547
| +25% | +$68.1K | 0.01% | 564 |
|
|
2024
Q2 | $199K | Sell |
2,228
-1,085
| -33% | -$96.7K | 0.01% | 694 |
|
|
2024
Q1 | $322K | Buy |
+3,313
| New | +$322K | 0.01% | 556 |
|
|
2023
Q4 | – | Sell |
-1,531
| Closed | -$113K | – | 678 |
|
|
2023
Q3 | $113K | Buy |
1,531
+786
| +106% | +$58K | 0.01% | 325 |
|
|
2023
Q2 | $60K | Buy |
745
+80
| +12% | +$6.44K | 0.01% | 322 |
|
|
2023
Q1 | $48K | Buy |
+665
| New | +$48K | 0.01% | 290 |
|