Laird Norton Wetherby Wealth 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 | $4.84M | Buy |
30,724
+415
| +1% | +$64.2K | 0.2% | 84 |
|
|
2025
Q2 | $4.25M | Buy |
+30,309
| New | +$3.83M | 0.19% | 99 |
|
|
2024
Q4 | $3.56M | Sell |
27,092
-338
| -1% | -$44.3K | 0.17% | 104 |
|
|
2024
Q3 | $3.41M | Sell |
27,430
-187
| -0.7% | -$20.4K | 0.16% | 114 |
|
|
2024
Q2 | $2.46M | Sell |
27,617
-282
| -1% | -$25K | 0.12% | 175 |
|
|
2024
Q1 | $2.71M | Sell |
27,899
-10
| -0% | -$898 | 0.13% | 154 |
|
|
2023
Q4 | $2.6M | Sell |
27,909
-419
| -1% | -$32.6K | 0.14% | 148 |
|
|
2023
Q3 | $2.09M | Buy |
28,328
+468
| +2% | +$38.8K | 0.12% | 175 |
|
|
2023
Q2 | $2.25M | Buy |
27,860
+1,808
| +7% | +$135K | 0.12% | 166 |
|
|
2023
Q1 | $1.9M | Buy |
26,052
+312
| +1% | +$25.5K | 0.11% | 197 |
|
|
2022
Q4 | $1.98M | Sell |
25,740
-1,806
| -7% | -$133K | 0.13% | 174 |
|
|
2022
Q3 | $1.86M | Buy |
27,546
+967
| +4% | +$76.7K | 0.13% | 164 |
|
|
2022
Q2 | $1.96M | Buy |
26,579
+3,379
| +15% | +$272K | 0.13% | 153 |
|
|
2022
Q1 | $2.12M | Sell |
23,200
-222
| -0.9% | -$21.6K | 0.12% | 156 |
|
|
2021
Q4 | $2.54M | Buy |
23,422
+194
| +0.8% | +$19.9K | 0.14% | 131 |
|
|
2021
Q3 | $2.26M | Buy |
23,228
+118
| +0.5% | +$11K | 0.14% | 135 |
|
|
2021
Q2 | $1.98M | Buy |
23,110
+5,258
| +29% | +$449K | 0.12% | 161 |
|
|
2021
Q1 | $1.41M | Sell |
17,852
-4,908
| -22% | -$347K | 0.11% | 187 |
|
|
2020
Q4 | $1.43M | Buy |
22,760
+5,273
| +30% | +$298K | 0.1% | 198 |
|
|
2020
Q3 | $822K | Sell |
17,487
-206
| -1% | -$9.4K | 0.07% | 259 |
|
|
2020
Q2 | $800K | Buy |
17,693
+3,494
| +25% | +$151K | 0.08% | 256 |
|
|
2020
Q1 | $535K | Buy |
14,199
+1,817
| +15% | +$100K | 0.06% | 305 |
|
|
2019
Q4 | $759K | Sell |
12,382
-208
| -2% | -$11.5K | 0.07% | 282 |
|
|
2019
Q3 | $667K | Buy |
12,590
+231
| +2% | +$12.1K | 0.07% | 316 |
|
|
2019
Q2 | $634K | Sell |
12,359
-376
| -3% | -$18.7K | 0.07% | 317 |
|
|
2019
Q1 | $630K | Buy |
+12,735
| New | +$598K | 0.08% | 304 |
|
|
2018
Q1 | – | Sell |
-13,352
| Closed | -$578K | – | 650 |
|
|
2017
Q4 | $578K | Sell |
13,352
-653
| -5% | -$27.1K | 0.08% | 312 |
|
|
2017
Q3 | $531K | Buy |
14,005
+35
| +0.3% | +$1.29K | 0.08% | 319 |
|
|
2017
Q2 | $509K | Buy |
13,970
+93
| +0.7% | +$3.23K | 0.09% | 296 |
|
|
2017
Q1 | $483K | Sell |
13,877
-26
| -0.2% | -$870 | 0.09% | 298 |
|
|
2016
Q4 | $438K | Buy |
13,903
+5,963
| +75% | +$173K | 0.09% | 306 |
|
|
2016
Q3 | $222K | Buy |
+7,940
| New | +$227K | 0.04% | 472 |
|
Other funds holding CBRE
