Sendero Wealth Management’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
$6.01M Sell
2025
Q2
$7.18M Sell
2025
Q1
$6.78M Sell
2024
Q4
$7.28M Sell
2024
Q3
$9.69M Sell
2024
Q2
$7.45M Buy
2024
Q1
$7.89M Buy
2023
Q4
$6.96M Buy
2023
Q3
$5.2M Buy
2023
Q2
$5.09M Buy
2023
Q1
$3.27M Buy
2022
Q4
$2.65M Buy
2022
Q3
$1.2M Buy
2022
Q2
$253K Hold
2022
Q1
$314K Hold
2021
Q4
$373K Buy