Pinnacle Wealth Planning Services’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 | $369K | Buy |
2,633
+564
| +27% | +$79K | 0.05% | 252 |
|
|
2025
Q1 | $271K | Buy |
2,069
+30
| +1% | +$3.92K | 0.04% | 284 |
|
|
2024
Q4 | $268K | Sell |
2,039
-279
| -12% | -$36.6K | 0.04% | 281 |
|
|
2024
Q3 | $289K | Buy |
+2,318
| New | +$289K | 0.04% | 317 |
|
|
2022
Q1 | – | Sell |
-1,973
| Closed | -$214K | – | 433 |
|
|
2021
Q4 | $214K | Buy |
+1,973
| New | +$214K | 0.04% | 345 |
|
|
2021
Q1 | – | Sell |
-1,542
| Closed | -$97K | – | 606 |
|
|
2020
Q4 | $97K | Buy |
+1,542
| New | +$97K | 0.02% | 474 |
|