Sendero 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
Q2 | $7.18M | Sell |
51,267
-608
| -1% | -$85.2K | 0.9% | 25 |
|
|
2025
Q1 | $6.78M | Sell |
51,875
-3,583
| -6% | -$469K | 0.94% | 27 |
|
|
2024
Q4 | $7.28M | Sell |
55,458
-22,358
| -29% | -$2.94M | 1.08% | 23 |
|
|
2024
Q3 | $9.69M | Sell |
77,816
-5,822
| -7% | -$725K | 1.53% | 13 |
|
|
2024
Q2 | $7.45M | Buy |
83,638
+2,482
| +3% | +$221K | 1.25% | 15 |
|
|
2024
Q1 | $7.89M | Buy |
81,156
+6,426
| +9% | +$625K | 1.36% | 15 |
|
|
2023
Q4 | $6.96M | Buy |
74,730
+4,290
| +6% | +$399K | 1.31% | 13 |
|
|
2023
Q3 | $5.2M | Buy |
70,440
+7,421
| +12% | +$548K | 1.12% | 15 |
|
|
2023
Q2 | $5.09M | Buy |
63,019
+18,058
| +40% | +$1.46M | 1.11% | 16 |
|
|
2023
Q1 | $3.27M | Buy |
44,961
+10,583
| +31% | +$771K | 1% | 15 |
|
|
2022
Q4 | $2.65M | Buy |
34,378
+16,585
| +93% | +$1.28M | 0.94% | 15 |
|
|
2022
Q3 | $1.2M | Buy |
17,793
+14,360
| +418% | +$969K | 0.5% | 31 |
|
|
2022
Q2 | $253K | Hold |
3,433
| – | – | 0.24% | 83 |
|
|
2022
Q1 | $314K | Hold |
3,433
| – | – | 0.14% | 74 |
|
|
2021
Q4 | $373K | Buy |
+3,433
| New | +$373K | 0.17% | 70 |
|