Prosperity Planning’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.86M | Hold |
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|
2025
Q2 | $6.1M | Buy |
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|
2025
Q1 | $5.38M | Hold |
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|
2024
Q4 | $5.4M | Hold |
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|
2024
Q3 | $5.12M | Hold |
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|
2024
Q2 | $3.66M | Buy |
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|
2024
Q1 | $3.71M | Hold |
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|
2023
Q4 | $3.55M | Hold |
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|
2023
Q3 | $2.82M | Hold |
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|
2023
Q2 | $3.08M | Buy |
|
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|
2023
Q1 | $2.58M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.39M | Buy |
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|
2022
Q2 | $2.61M | Hold |
|
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|
2022
Q1 | $2.84M | Hold |
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|
2021
Q4 | $1.66M | Hold |
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|
2021
Q3 | $1.49M | Hold |
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|
2021
Q2 | $1.31M | Hold |
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|
2021
Q1 | $1.21M | Hold |
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|
2020
Q4 | $960K | Buy |
|