Prestige Wealth Management Group’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 | $577K | Sell |
4,118
-122
| -3% | -$17.1K | 0.12% | 95 |
|
|
2025
Q1 | $555K | Buy |
4,240
+88
| +2% | +$11.5K | 0.12% | 87 |
|
|
2024
Q4 | $545K | Buy |
4,152
+323
| +8% | +$42.4K | 0.11% | 92 |
|
|
2024
Q3 | $477K | Buy |
3,829
+3,807
| +17,305% | +$474K | 0.1% | 101 |
|
|
2024
Q2 | $1.96K | Sell |
22
-3,655
| -99% | -$326K | ﹤0.01% | 718 |
|
|
2024
Q1 | $358K | Buy |
3,677
+3,655
| +16,614% | +$355K | 0.08% | 113 |
|
|
2023
Q4 | $2.05K | Hold |
22
| – | – | ﹤0.01% | 730 |
|
|
2023
Q3 | $1.63K | Hold |
22
| – | – | ﹤0.01% | 775 |
|
|
2023
Q2 | $1.78K | Hold |
22
| – | – | ﹤0.01% | 782 |
|
|
2023
Q1 | $1.6K | Hold |
22
| – | – | ﹤0.01% | 788 |
|
|
2022
Q4 | $1.69K | Hold |
22
| – | – | ﹤0.01% | 864 |
|
|
2022
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 815 |
|
|
2022
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 732 |
|
|
2022
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 750 |
|
|
2021
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 772 |
|
|
2021
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 777 |
|
|
2021
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 774 |
|
|
2021
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 766 |
|
|
2020
Q4 | $1K | Buy |
22
+5
| +29% | +$227 | ﹤0.01% | 826 |
|
|
2020
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 744 |
|
|
2020
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 744 |
|
|
2020
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 721 |
|
|
2019
Q1 | – | Sell |
-22
| Closed | -$1K | – | 593 |
|
|
2018
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 966 |
|