Prosperity Planning’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 | $6.1M | Buy |
43,562
+2,455
| +6% | +$344K | 1.76% | 16 |
|
|
2025
Q1 | $5.38M | Hold |
41,107
| – | – | 1.68% | 17 |
|
|
2024
Q4 | $5.4M | Hold |
41,107
| – | – | 1.73% | 15 |
|
|
2024
Q3 | $5.12M | Hold |
41,107
| – | – | 1.62% | 16 |
|
|
2024
Q2 | $3.66M | Buy |
41,107
+2,919
| +8% | +$260K | 1.25% | 18 |
|
|
2024
Q1 | $3.71M | Hold |
38,188
| – | – | 1.29% | 19 |
|
|
2023
Q4 | $3.55M | Hold |
38,188
| – | – | 1.33% | 20 |
|
|
2023
Q3 | $2.82M | Hold |
38,188
| – | – | 1.18% | 22 |
|
|
2023
Q2 | $3.08M | Buy |
38,188
+2,784
| +8% | +$225K | 1.27% | 21 |
|
|
2023
Q1 | $2.58M | Buy |
+35,404
| New | +$2.58M | 1.12% | 26 |
|
|
2022
Q4 | – | Sell |
-35,404
| Closed | -$2.39M | – | 77 |
|
|
2022
Q3 | $2.39M | Buy |
35,404
+20,097
| +131% | +$1.36M | 1.25% | 25 |
|
|
2022
Q2 | $2.61M | Hold |
15,307
| – | – | 1.33% | 21 |
|
|
2022
Q1 | $2.84M | Hold |
15,307
| – | – | 1.39% | 22 |
|
|
2021
Q4 | $1.66M | Hold |
15,307
| – | – | 0.84% | 29 |
|
|
2021
Q3 | $1.49M | Hold |
15,307
| – | – | 0.81% | 30 |
|
|
2021
Q2 | $1.31M | Hold |
15,307
| – | – | 0.81% | 30 |
|
|
2021
Q1 | $1.21M | Hold |
15,307
| – | – | 0.86% | 29 |
|
|
2020
Q4 | $960K | Buy |
+15,307
| New | +$960K | 0.81% | 31 |
|