ProVise Management Group’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
Q2 | $321K | Buy |
|
|||||
|
2025
Q1 | $299K | Sell |
|
|||||
|
2024
Q4 | $343K | Hold |
|
|||||
|
2024
Q3 | $326K | Hold |
|
|||||
|
2024
Q2 | $233K | Hold |
|
|||||
|
2024
Q1 | $254K | Hold |
|
|||||
|
2023
Q4 | $244K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $214K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $204K | Sell |
|
|||||
|
2022
Q3 | $220K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $209K | Hold |
|
|||||
|
2021
Q4 | $247K | Sell |
|
|||||
|
2021
Q3 | $305K | Sell |
|
|||||
|
2021
Q2 | $358K | Hold |
|
|||||
|
2021
Q1 | $330K | Hold |
|
|||||
|
2020
Q4 | $262K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $248K | Hold |
|
|||||
|
2019
Q3 | $215K | Hold |
|
|||||
|
2019
Q2 | $208K | Hold |
|
|||||
|
2019
Q1 | $200K | Buy |
|