Progressive Investment Management’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-50,699
| Closed | -$4.93M | – | 62 |
|
|
2024
Q1 | $4.93M | Sell |
50,699
-832
| -2% | -$80.9K | 1.35% | 26 |
|
|
2023
Q4 | $4.8M | Sell |
51,531
-377
| -0.7% | -$35.1K | 1.36% | 27 |
|
|
2023
Q3 | $3.83M | Sell |
51,908
-5
| -0% | -$369 | 1.25% | 27 |
|
|
2023
Q2 | $4.19M | Sell |
51,913
-1,092
| -2% | -$88.1K | 1.31% | 27 |
|
|
2023
Q1 | $3.86M | Buy |
53,005
+1,048
| +2% | +$76.3K | 1.25% | 27 |
|
|
2022
Q4 | $4M | Buy |
51,957
+572
| +1% | +$44K | 1.55% | 25 |
|
|
2022
Q3 | $3.47M | Buy |
51,385
+126
| +0.2% | +$8.51K | 1.43% | 26 |
|
|
2022
Q2 | $3.77M | Buy |
51,259
+785
| +2% | +$57.8K | 1.47% | 25 |
|
|
2022
Q1 | $4.62M | Sell |
50,474
-711
| -1% | -$65.1K | 1.46% | 28 |
|
|
2021
Q4 | $5.55M | Sell |
51,185
-37,044
| -42% | -$4.02M | 1.54% | 28 |
|
|
2021
Q3 | $8.59M | Buy |
88,229
+389
| +0.4% | +$37.9K | 2.55% | 16 |
|
|
2021
Q2 | $7.53M | Sell |
87,840
-245
| -0.3% | -$21K | 2.35% | 18 |
|
|
2021
Q1 | $6.97M | Buy |
88,085
+508
| +0.6% | +$40.2K | 2.46% | 18 |
|
|
2020
Q4 | $5.49M | Buy |
87,577
+7
| +0% | +$439 | 1.98% | 24 |
|
|
2020
Q3 | $4.11M | Sell |
87,570
-1,679
| -2% | -$78.9K | 1.63% | 25 |
|
|
2020
Q2 | $4.04M | Sell |
89,249
-673
| -0.7% | -$30.4K | 1.76% | 25 |
|
|
2020
Q1 | $3.39M | Sell |
89,922
-304
| -0.3% | -$11.5K | 1.89% | 24 |
|
|
2019
Q4 | $5.53M | Buy |
90,226
+580
| +0.6% | +$35.5K | 2.7% | 19 |
|
|
2019
Q3 | $4.75M | Buy |
89,646
+3,065
| +4% | +$162K | 2.54% | 22 |
|
|
2019
Q2 | $4.44M | Sell |
86,581
-958
| -1% | -$49.2K | 2.49% | 22 |
|
|
2019
Q1 | $4.33M | Sell |
87,539
-1,008
| -1% | -$49.8K | 2.52% | 23 |
|
|
2018
Q4 | $3.55M | Buy |
88,547
+2,572
| +3% | +$103K | 2.43% | 27 |
|
|
2018
Q3 | $3.79M | Buy |
85,975
+2,333
| +3% | +$103K | 2.26% | 27 |
|
|
2018
Q2 | $3.99M | Sell |
83,642
-1,491
| -2% | -$71.2K | 2.58% | 20 |
|
|
2018
Q1 | $4.02M | Buy |
85,133
+1,041
| +1% | +$49.2K | 2.69% | 20 |
|
|
2017
Q4 | $3.64M | Buy |
84,092
+2,543
| +3% | +$110K | 2.44% | 18 |
|
|
2017
Q3 | $3.09M | Buy |
81,549
+1,084
| +1% | +$41.1K | 2.33% | 19 |
|
|
2017
Q2 | $2.93M | Buy |
80,465
+2,408
| +3% | +$87.7K | 2.28% | 20 |
|
|
2017
Q1 | $2.72M | Buy |
78,057
+378
| +0.5% | +$13.2K | 2.26% | 21 |
|
|
2016
Q4 | $2.45M | Buy |
77,679
+1,109
| +1% | +$34.9K | 2.24% | 21 |
|
|
2016
Q3 | $2.14M | Buy |
76,570
+2,823
| +4% | +$79K | 1.99% | 30 |
|
|
2016
Q2 | $1.95M | Buy |
73,747
+5,595
| +8% | +$148K | 1.89% | 32 |
|
|
2016
Q1 | $1.96M | Buy |
68,152
+16,236
| +31% | +$468K | 2% | 28 |
|
|
2015
Q4 | $1.8M | Buy |
+51,916
| New | +$1.8M | 1.92% | 26 |
|