Smith Salley 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 | $597K | Buy |
4,262
+1,664
| +64% | +$233K | 0.03% | 171 |
|
|
2025
Q1 | $340K | Buy |
2,598
+942
| +57% | +$123K | 0.02% | 197 |
|
|
2024
Q4 | $217K | Sell |
1,656
-267
| -14% | -$35.1K | 0.01% | 233 |
|
|
2024
Q3 | $239K | Sell |
1,923
-674
| -26% | -$83.9K | 0.02% | 223 |
|
|
2024
Q2 | $231K | Buy |
2,597
+339
| +15% | +$30.2K | 0.02% | 213 |
|
|
2024
Q1 | $220K | Sell |
2,258
-847
| -27% | -$82.4K | 0.02% | 215 |
|
|
2023
Q4 | $289K | Sell |
3,105
-852
| -22% | -$79.3K | 0.02% | 219 |
|
|
2023
Q3 | $292K | Sell |
3,957
-2
| -0.1% | -$148 | 0.02% | 203 |
|
|
2023
Q2 | $320K | Sell |
3,959
-97
| -2% | -$7.83K | 0.02% | 191 |
|
|
2023
Q1 | $295K | Sell |
4,056
-48
| -1% | -$3.5K | 0.02% | 194 |
|
|
2022
Q4 | $316K | Hold |
4,104
| – | – | 0.03% | 191 |
|
|
2022
Q3 | $277K | Hold |
4,104
| – | – | 0.03% | 192 |
|
|
2022
Q2 | $302K | Hold |
4,104
| – | – | 0.03% | 189 |
|
|
2022
Q1 | $376K | Hold |
4,104
| – | – | 0.03% | 193 |
|
|
2021
Q4 | $445K | Hold |
4,104
| – | – | 0.03% | 189 |
|
|
2021
Q3 | $400K | Sell |
4,104
-834
| -17% | -$81.3K | 0.03% | 198 |
|
|
2021
Q2 | $423K | Sell |
4,938
-545
| -10% | -$46.7K | 0.03% | 191 |
|
|
2021
Q1 | $434K | Sell |
5,483
-368
| -6% | -$29.1K | 0.04% | 183 |
|
|
2020
Q4 | $367K | Hold |
5,851
| – | – | 0.04% | 174 |
|
|
2020
Q3 | $275K | Sell |
5,851
-16
| -0.3% | -$752 | 0.03% | 169 |
|
|
2020
Q2 | $265K | Hold |
5,867
| – | – | 0.04% | 166 |
|
|
2020
Q1 | $221K | Sell |
5,867
-154
| -3% | -$5.8K | 0.04% | 169 |
|
|
2019
Q4 | $369K | Sell |
6,021
-276
| -4% | -$16.9K | 0.05% | 149 |
|
|
2019
Q3 | $334K | Sell |
6,297
-39
| -0.6% | -$2.07K | 0.05% | 154 |
|
|
2019
Q2 | $325K | Buy |
6,336
+79
| +1% | +$4.05K | 0.05% | 154 |
|
|
2019
Q1 | $309K | Hold |
6,257
| – | – | 0.05% | 150 |
|
|
2018
Q4 | $251K | Buy |
6,257
+11
| +0.2% | +$441 | 0.05% | 152 |
|
|
2018
Q3 | $275K | Hold |
6,246
| – | – | 0.04% | 159 |
|
|
2018
Q2 | $298K | Hold |
6,246
| – | – | 0.05% | 148 |
|
|
2018
Q1 | $295K | Sell |
6,246
-45
| -0.7% | -$2.13K | 0.05% | 144 |
|
|
2017
Q4 | $272K | Buy |
6,291
+53
| +0.8% | +$2.29K | 0.05% | 153 |
|
|
2017
Q3 | $236K | Hold |
6,238
| – | – | 0.05% | 157 |
|
|
2017
Q2 | $227K | Sell |
6,238
-294
| -5% | -$10.7K | 0.05% | 158 |
|
|
2017
Q1 | $227K | Buy |
+6,532
| New | +$227K | 0.05% | 158 |
|