Optimum Investment Advisors’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 | $116K | Hold |
825
| – | – | 0.05% | 230 |
|
|
2025
Q1 | $108K | Hold |
825
| – | – | 0.05% | 234 |
|
|
2024
Q4 | $108K | Sell |
825
-75
| -8% | -$9.85K | 0.05% | 241 |
|
|
2024
Q3 | $112K | Sell |
900
-100
| -10% | -$12.4K | 0.05% | 258 |
|
|
2024
Q2 | $89.1K | Hold |
1,000
| – | – | 0.04% | 280 |
|
|
2024
Q1 | $97.2K | Hold |
1,000
| – | – | 0.04% | 271 |
|
|
2023
Q4 | $93.1K | Sell |
1,000
-100
| -9% | -$9.31K | 0.05% | 272 |
|
|
2023
Q3 | $81.2K | Hold |
1,100
| – | – | 0.04% | 299 |
|
|
2023
Q2 | $88.8K | Hold |
1,100
| – | – | 0.04% | 291 |
|
|
2023
Q1 | $80.1K | Hold |
1,100
| – | – | 0.04% | 311 |
|
|
2022
Q4 | $84.7K | Sell |
1,100
-400
| -27% | -$30.8K | 0.05% | 291 |
|
|
2022
Q3 | $101K | Hold |
1,500
| – | – | 0.05% | 269 |
|
|
2022
Q2 | $110K | Sell |
1,500
-250
| -14% | -$18.3K | 0.06% | 272 |
|
|
2022
Q1 | $160K | Hold |
1,750
| – | – | 0.07% | 243 |
|
|
2021
Q4 | $190K | Hold |
1,750
| – | – | 0.07% | 230 |
|
|
2021
Q3 | $170K | Sell |
1,750
-2,650
| -60% | -$257K | 0.07% | 243 |
|
|
2021
Q2 | $377K | Sell |
4,400
-800
| -15% | -$68.5K | 0.12% | 174 |
|
|
2021
Q1 | $411K | Sell |
5,200
-50
| -1% | -$3.95K | 0.12% | 172 |
|
|
2020
Q4 | $329K | Hold |
5,250
| – | – | 0.1% | 184 |
|
|
2020
Q3 | $247K | Hold |
5,250
| – | – | 0.08% | 213 |
|
|
2020
Q2 | $237K | Sell |
5,250
-8,350
| -61% | -$377K | 0.08% | 217 |
|
|
2020
Q1 | $513K | Sell |
13,600
-1,150
| -8% | -$43.4K | 0.21% | 118 |
|
|
2019
Q4 | $904K | Sell |
14,750
-400
| -3% | -$24.5K | 0.27% | 96 |
|
|
2019
Q3 | $803K | Hold |
15,150
| – | – | 0.25% | 104 |
|
|
2019
Q2 | $777K | Sell |
15,150
-1,200
| -7% | -$61.5K | 0.25% | 100 |
|
|
2019
Q1 | $809K | Sell |
16,350
-80
| -0.5% | -$3.96K | 0.27% | 92 |
|
|
2018
Q4 | $658K | Sell |
16,430
-4,833
| -23% | -$194K | 0.23% | 115 |
|
|
2018
Q3 | $938K | Buy |
21,263
+1,350
| +7% | +$59.6K | 0.26% | 99 |
|
|
2018
Q2 | $951K | Sell |
19,913
-967
| -5% | -$46.2K | 0.27% | 98 |
|
|
2018
Q1 | $986K | Buy |
20,880
+300
| +1% | +$14.2K | 0.29% | 92 |
|
|
2017
Q4 | $891K | Hold |
20,580
| – | – | 0.28% | 104 |
|
|
2017
Q3 | $780K | Sell |
20,580
-800
| -4% | -$30.3K | 0.26% | 115 |
|
|
2017
Q2 | $778K | Sell |
21,380
-1,000
| -4% | -$36.4K | 0.27% | 108 |
|
|
2017
Q1 | $779K | Buy |
22,380
+900
| +4% | +$31.3K | 0.28% | 107 |
|
|
2016
Q4 | $676K | Sell |
21,480
-100
| -0.5% | -$3.15K | 0.25% | 111 |
|
|
2016
Q3 | $604K | Sell |
21,580
-1,550
| -7% | -$43.4K | 0.23% | 133 |
|
|
2016
Q2 | $612K | Sell |
23,130
-8,800
| -28% | -$233K | 0.24% | 125 |
|
|
2016
Q1 | $920K | Sell |
31,930
-500
| -2% | -$14.4K | 0.36% | 81 |
|
|
2015
Q4 | $1.12M | Buy |
32,430
+300
| +0.9% | +$10.4K | 0.43% | 65 |
|
|
2015
Q3 | $1.03M | Buy |
+32,130
| New | +$1.03M | 0.42% | 70 |
|
|
2015
Q1 | $1.22M | Hold |
31,630
| – | – | 0.39% | 66 |
|
|
2014
Q4 | $1.08M | Sell |
31,630
-1,700
| -5% | -$58.2K | 0.35% | 75 |
|
|
2014
Q3 | $991K | Buy |
33,330
+1,280
| +4% | +$38.1K | 0.33% | 82 |
|
|
2014
Q2 | $1.03M | Buy |
32,050
+11,900
| +59% | +$381K | 0.33% | 78 |
|
|
2014
Q1 | $553K | Buy |
+20,150
| New | +$553K | 0.21% | 132 |
|