Meridian Financial Partners’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	$217K	Sell	1,547 -103	-6%	-$14.4K	0.1%	100
2025 Q1	$216K	Sell	1,650 -150	-8%	-$19.6K	0.11%	100
2024 Q4	$236K	Hold	1,800	–	–	0.12%	89
2024 Q3	$224K	Buy	+1,800	New	+$224K	0.11%	95