ProVise 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 | $321K | Buy |
2,288
+2
| +0.1% | +$280 | 0.03% | 212 |
|
|
2025
Q1 | $299K | Sell |
2,286
-330
| -13% | -$43.2K | 0.03% | 206 |
|
|
2024
Q4 | $343K | Hold |
2,616
| – | – | 0.03% | 198 |
|
|
2024
Q3 | $326K | Hold |
2,616
| – | – | 0.03% | 238 |
|
|
2024
Q2 | $233K | Hold |
2,616
| – | – | 0.02% | 262 |
|
|
2024
Q1 | $254K | Hold |
2,616
| – | – | 0.02% | 256 |
|
|
2023
Q4 | $244K | Buy |
+2,616
| New | +$244K | 0.02% | 300 |
|
|
2023
Q3 | – | Sell |
-2,654
| Closed | -$214K | – | 338 |
|
|
2023
Q2 | $214K | Buy |
+2,654
| New | +$214K | 0.02% | 319 |
|
|
2023
Q1 | – | Sell |
-2,654
| Closed | -$204K | – | 346 |
|
|
2022
Q4 | $204K | Sell |
2,654
-600
| -18% | -$46.2K | 0.02% | 301 |
|
|
2022
Q3 | $220K | Buy |
+3,254
| New | +$220K | 0.02% | 283 |
|
|
2022
Q2 | – | Sell |
-2,280
| Closed | -$209K | – | 331 |
|
|
2022
Q1 | $209K | Hold |
2,280
| – | – | 0.02% | 352 |
|
|
2021
Q4 | $247K | Sell |
2,280
-850
| -27% | -$92.1K | 0.02% | 338 |
|
|
2021
Q3 | $305K | Sell |
3,130
-1,046
| -25% | -$102K | 0.03% | 284 |
|
|
2021
Q2 | $358K | Hold |
4,176
| – | – | 0.04% | 257 |
|
|
2021
Q1 | $330K | Hold |
4,176
| – | – | 0.04% | 265 |
|
|
2020
Q4 | $262K | Buy |
+4,176
| New | +$262K | 0.03% | 281 |
|
|
2020
Q1 | – | Sell |
-4,050
| Closed | -$248K | – | 266 |
|
|
2019
Q4 | $248K | Hold |
4,050
| – | – | 0.03% | 264 |
|
|
2019
Q3 | $215K | Hold |
4,050
| – | – | 0.03% | 283 |
|
|
2019
Q2 | $208K | Hold |
4,050
| – | – | 0.03% | 293 |
|
|
2019
Q1 | $200K | Buy |
+4,050
| New | +$200K | 0.03% | 288 |
|