Robertson Stephens Wealth Management’s CBRE Group CBRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,267	Closed	-$429K	–	547
2024 Q4	$429K	Sell	3,267 -9,431	-74%	-$1.24M	0.02%	388
2024 Q3	$1.58M	Buy	+12,698	New	+$1.58M	0.06%	220