Meridian 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 | $678K | Sell |
4,840
-310
| -6% | -$43.4K | 0.03% | 389 |
|
|
2025
Q1 | $674K | Sell |
5,150
-42
| -0.8% | -$5.49K | 0.03% | 358 |
|
|
2024
Q4 | $682K | Buy |
5,192
+71
| +1% | +$9.32K | 0.03% | 356 |
|
|
2024
Q3 | $637K | Buy |
5,121
+106
| +2% | +$13.2K | 0.03% | 369 |
|
|
2024
Q2 | $447K | Buy |
+5,015
| New | +$447K | 0.05% | 188 |
|
|
2024
Q1 | – | Sell |
-5,014
| Closed | -$467K | – | 234 |
|
|
2023
Q4 | $467K | Sell |
5,014
-146
| -3% | -$13.6K | 0.03% | 398 |
|
|
2023
Q3 | $381K | Hold |
5,160
| – | – | 0.02% | 418 |
|
|
2023
Q2 | $416K | Sell |
5,160
-25
| -0.5% | -$2.02K | 0.04% | 361 |
|
|
2023
Q1 | $378K | Sell |
5,185
-157
| -3% | -$11.4K | 0.03% | 371 |
|
|
2022
Q4 | $411K | Sell |
5,342
-488
| -8% | -$37.6K | 0.04% | 342 |
|
|
2022
Q3 | $394K | Sell |
5,830
-460
| -7% | -$31.1K | 0.04% | 317 |
|
|
2022
Q2 | $463K | Hold |
6,290
| – | – | 0.04% | 368 |
|
|
2022
Q1 | $576K | Sell |
6,290
-2,265
| -26% | -$207K | 0.06% | 220 |
|
|
2021
Q4 | $928K | Buy |
8,555
+1,935
| +29% | +$210K | 0.1% | 164 |
|
|
2021
Q3 | $645K | Buy |
6,620
+250
| +4% | +$24.4K | 0.08% | 196 |
|
|
2021
Q2 | $546K | Hold |
6,370
| – | – | 0.07% | 212 |
|
|
2021
Q1 | $504K | Hold |
6,370
| – | – | 0.07% | 207 |
|
|
2020
Q4 | $399K | Sell |
6,370
-135
| -2% | -$8.46K | 0.06% | 221 |
|
|
2020
Q3 | $305K | Buy |
6,505
+50
| +0.8% | +$2.34K | 0.07% | 185 |
|
|
2020
Q2 | $291K | Buy |
+6,455
| New | +$291K | 0.1% | 164 |
|
|
2020
Q1 | – | Sell |
-4,385
| Closed | -$268K | – | 207 |
|
|
2019
Q4 | $268K | Hold |
4,385
| – | – | 0.13% | 163 |
|
|
2019
Q3 | $232K | Buy |
4,385
+1,145
| +35% | +$60.6K | 0.11% | 173 |
|
|
2019
Q2 | $1.66K | Buy |
+3,240
| New | +$1.66K | 0.07% | 227 |
|