HB Wealth 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
$5.88M Buy
41,985
+3,716
+10% +$521K 0.05% 197
2025
Q1
$5M Buy
38,269
+32,443
+557% +$4.24M 0.04% 228
2024
Q4
$765K Sell
5,826
-264
-4% -$34.7K 0.01% 476
2024
Q3
$758K Buy
6,090
+923
+18% +$115K 0.01% 448
2024
Q2
$460K Buy
5,167
+1,392
+37% +$124K 0.01% 560
2024
Q1
$367K Buy
3,775
+191
+5% +$18.6K ﹤0.01% 586
2023
Q4
$334K Sell
3,584
-1,730
-33% -$161K ﹤0.01% 571
2023
Q3
$392K Buy
5,314
+192
+4% +$14.2K 0.01% 496
2023
Q2
$413K Buy
5,122
+89
+2% +$7.18K 0.01% 462
2023
Q1
$366K Sell
5,033
-440
-8% -$32K 0.01% 490
2022
Q4
$421K Buy
5,473
+869
+19% +$66.9K 0.01% 433
2022
Q3
$311K Buy
4,604
+502
+12% +$33.9K 0.01% 430
2022
Q2
$302K Sell
4,102
-224
-5% -$16.5K 0.01% 438
2022
Q1
$396K Buy
4,326
+991
+30% +$90.7K 0.01% 388
2021
Q4
$362K Buy
+3,335
New +$362K 0.01% 354