SFMG Wealth Advisors’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
$430K Sell
2025
Q1
$5.89M Sell
2024
Q4
$6.05M Sell
2024
Q3
$5.85M Buy
2024
Q2
$4.19M Buy
2024
Q1
$4.52M Buy
2023
Q4
$4.3M Buy
2023
Q3
$3.38M Buy
2023
Q2
$3.56M Buy
2023
Q1
$3.15M Buy
2022
Q4
$3.16M Sell
2022
Q3
$2.91M Buy
2022
Q2
$2.93M Buy
2022
Q1
$3.6M Buy
2021
Q4
$3.93M Buy
2021
Q3
$3.12M Buy
2021
Q2
$1.35M Buy
2021
Q1
$1.17M Buy
2020
Q4
$820K Buy
2020
Q3
$512K Buy
2020
Q2
$459K Buy
2020
Q1
$251K Buy