Perigon 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 | $378K | Buy |
2,700
+291
| +12% | +$40.8K | 0.01% | 758 |
|
|
2025
Q1 | $315K | Sell |
2,409
-150
| -6% | -$19.6K | 0.01% | 795 |
|
|
2024
Q4 | $345K | Buy |
2,559
+364
| +17% | +$49.1K | 0.01% | 767 |
|
|
2024
Q3 | $273K | Buy |
+2,195
| New | +$273K | 0.01% | 824 |
|
|
2024
Q2 | – | Sell |
-2,318
| Closed | -$225K | – | 869 |
|
|
2024
Q1 | $225K | Buy |
+2,318
| New | +$225K | 0.01% | 771 |
|
|
2021
Q1 | – | Sell |
-1,636
| Closed | -$103K | – | 567 |
|
|
2020
Q4 | $103K | Buy |
+1,636
| New | +$103K | 0.01% | 532 |
|
|
2018
Q2 | – | Sell |
-7
| Closed | – | – | 293 |
|
|
2018
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 646 |
|
|
2017
Q2 | – | Sell |
-750
| Closed | -$26K | – | 583 |
|
|
2017
Q1 | $26K | Buy |
+750
| New | +$26K | 0.01% | 445 |
|