Marks Group 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 | $867K | Buy |
6,185
+230
| +4% | +$32.2K | 0.08% | 188 |
|
|
2025
Q1 | $779K | Buy |
5,955
+36
| +0.6% | +$4.71K | 0.07% | 199 |
|
|
2024
Q4 | $777K | Hold |
5,919
| – | – | 0.08% | 187 |
|
|
2024
Q3 | $737K | Hold |
5,919
| – | – | 0.07% | 190 |
|
|
2024
Q2 | $527K | Sell |
5,919
-127
| -2% | -$11.3K | 0.06% | 217 |
|
|
2024
Q1 | $588K | Hold |
6,046
| – | – | 0.06% | 208 |
|
|
2023
Q4 | $563K | Hold |
6,046
| – | – | 0.06% | 208 |
|
|
2023
Q3 | $447K | Buy |
6,046
+619
| +11% | +$45.7K | 0.06% | 215 |
|
|
2023
Q2 | $438K | Hold |
5,427
| – | – | 0.05% | 218 |
|
|
2023
Q1 | $395K | Hold |
5,427
| – | – | 0.05% | 226 |
|
|
2022
Q4 | $418K | Buy |
5,427
+118
| +2% | +$9.08K | 0.06% | 220 |
|
|
2022
Q3 | $359K | Hold |
5,309
| – | – | 0.05% | 226 |
|
|
2022
Q2 | $391K | Buy |
5,309
+158
| +3% | +$11.6K | 0.06% | 223 |
|
|
2022
Q1 | $472K | Sell |
5,151
-64
| -1% | -$5.86K | 0.06% | 239 |
|
|
2021
Q4 | $566K | Sell |
5,215
-48
| -0.9% | -$5.21K | 0.07% | 224 |
|
|
2021
Q3 | $512K | Buy |
5,263
+2,594
| +97% | +$252K | 0.07% | 200 |
|
|
2021
Q2 | $229K | Sell |
2,669
-986
| -27% | -$84.6K | 0.03% | 243 |
|
|
2021
Q1 | $289K | Sell |
3,655
-446
| -11% | -$35.3K | 0.04% | 211 |
|
|
2020
Q4 | $257K | Sell |
4,101
-309
| -7% | -$19.4K | 0.04% | 224 |
|
|
2020
Q3 | $207K | Sell |
4,410
-473
| -10% | -$22.2K | 0.04% | 230 |
|
|
2020
Q2 | $221K | Buy |
+4,883
| New | +$221K | 0.04% | 217 |
|
|
2020
Q1 | – | Sell |
-4,862
| Closed | -$298K | – | 229 |
|
|
2019
Q4 | $298K | Buy |
+4,862
| New | +$298K | 0.06% | 202 |
|