Madison 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
2023
Q3
$10.1M Sell
2023
Q2
$11.1M Sell
2023
Q1
$10.1M Sell
2022
Q4
$10.8M Buy
2022
Q3
$9.43M Buy
2022
Q2
$10.1M Sell
2022
Q1
$12.7M Sell
2021
Q4
$15.1M Sell
2021
Q3
$13.7M Sell
2021
Q2
$12.1M Buy
2021
Q1
$11.2M Buy
2020
Q4
$8.78M Buy
2020
Q3
$6.5M Sell
2020
Q2
$6.28M Sell
2020
Q1
$5.48M Sell
2019
Q4
$9.17M Buy