OWP
Obermeyer Wealth Partners’s CBRE Group CBRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Buy |
2,432
+66
| +3% | +$9.25K | 0.02% | 203 |
|
|
2025
Q1 | $309K | Hold |
2,366
| – | – | 0.02% | 200 |
|
|
2024
Q4 | $311K | Hold |
2,366
| – | – | 0.02% | 201 |
|
|
2024
Q3 | $295K | Hold |
2,366
| – | – | 0.02% | 206 |
|
|
2024
Q2 | $211K | Hold |
2,366
| – | – | 0.01% | 237 |
|
|
2024
Q1 | $230K | Hold |
2,366
| – | – | 0.01% | 224 |
|
|
2023
Q4 | $220K | Buy |
+2,366
| New | +$220K | 0.02% | 201 |
|
|
2022
Q2 | – | Sell |
-2,530
| Closed | -$232K | – | 211 |
|
|
2022
Q1 | $232K | Sell |
2,530
-215
| -8% | -$19.7K | 0.01% | 206 |
|
|
2021
Q4 | $298K | Hold |
2,745
| – | – | 0.02% | 175 |
|
|
2021
Q3 | $267K | Buy |
+2,745
| New | +$267K | 0.01% | 178 |
|
|
2020
Q2 | – | Sell |
-5,955
| Closed | -$225K | – | 138 |
|
|
2020
Q1 | $225K | Sell |
5,955
-36,604
| -86% | -$1.38M | 0.02% | 107 |
|
|
2019
Q4 | $2.61M | Sell |
42,559
-338,643
| -89% | -$20.8M | 0.23% | 40 |
|
|
2019
Q3 | $20.2M | Sell |
381,202
-30,823
| -7% | -$1.63M | 1.87% | 25 |
|
|
2019
Q2 | $21.1M | Sell |
412,025
-361,881
| -47% | -$18.6M | 1.9% | 27 |
|
|
2019
Q1 | $38.3M | Sell |
773,906
-25,177
| -3% | -$1.25M | 3.6% | 8 |
|
|
2018
Q4 | $32M | Sell |
799,083
-56,262
| -7% | -$2.25M | 3.24% | 14 |
|
|
2018
Q3 | $37.7M | Sell |
855,345
-39,520
| -4% | -$1.74M | 3.19% | 16 |
|
|
2018
Q2 | $42.7M | Sell |
894,865
-59,946
| -6% | -$2.86M | 3.8% | 7 |
|
|
2018
Q1 | $45.1M | Sell |
954,811
-136,119
| -12% | -$6.43M | 4.09% | 8 |
|
|
2017
Q4 | $47.2M | Sell |
1,090,930
-13,339
| -1% | -$578K | 4.1% | 8 |
|
|
2017
Q3 | $41.8M | Sell |
1,104,269
-60,904
| -5% | -$2.31M | 3.62% | 8 |
|
|
2017
Q2 | $42.4M | Sell |
1,165,173
-17,120
| -1% | -$623K | 3.76% | 7 |
|
|
2017
Q1 | $41.1M | Sell |
1,182,293
-14,157
| -1% | -$493K | 3.79% | 8 |
|
|
2016
Q4 | $37.7M | Sell |
1,196,450
-59,107
| -5% | -$1.86M | 3.6% | 9 |
|
|
2016
Q3 | $35.1M | Sell |
1,255,557
-21,042
| -2% | -$589K | 3.37% | 10 |
|
|
2016
Q2 | $33.8M | Sell |
1,276,599
-55,070
| -4% | -$1.46M | 3.36% | 10 |
|
|
2016
Q1 | $38.4M | Buy |
1,331,669
+36,429
| +3% | +$1.05M | 3.56% | 9 |
|
|
2015
Q4 | $44.8M | Sell |
1,295,240
-79,315
| -6% | -$2.74M | 4.09% | 8 |
|
|
2015
Q3 | $44M | Sell |
1,374,555
-8,331
| -0.6% | -$267K | 4.63% | 5 |
|
|
2015
Q2 | $51.2M | Buy |
1,382,886
+443,351
| +47% | +$16.4M | 4.37% | 4 |
|
|
2015
Q1 | $36.4M | Buy |
939,535
+93,962
| +11% | +$3.64M | 2.98% | 6 |
|
|
2014
Q4 | $29M | Buy |
+845,573
| New | +$29M | 2.62% | 6 |
|