Nicola 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
$1.41M Buy
10,055
+931
+10% +$130K 0.13% 86
2025
Q1
$1.19M Buy
9,124
+500
+6% +$65.4K 0.12% 97
2024
Q4
$1.63M Sell
8,624
-1,400
-14% -$264K 0.15% 91
2024
Q3
$1.69M Buy
10,024
+1,400
+16% +$236K 0.13% 97
2024
Q2
$1.05M Buy
+8,624
New +$1.05M 0.09% 105