Smith Salley 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 | $1.58M | Buy |
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|
2025
Q2 | $597K | Buy |
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|
2025
Q1 | $340K | Buy |
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|
2024
Q4 | $217K | Sell |
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|
2024
Q3 | $239K | Sell |
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|
2024
Q2 | $231K | Buy |
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|
2024
Q1 | $220K | Sell |
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $292K | Sell |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $316K | Hold |
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|
2022
Q3 | $277K | Hold |
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|
2022
Q2 | $302K | Hold |
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|
2022
Q1 | $376K | Hold |
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|
2021
Q4 | $445K | Hold |
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|
2021
Q3 | $400K | Sell |
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|
2021
Q2 | $423K | Sell |
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|
2021
Q1 | $434K | Sell |
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|
2020
Q4 | $367K | Hold |
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|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $265K | Hold |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $369K | Sell |
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|
2019
Q3 | $334K | Sell |
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|
2019
Q2 | $325K | Buy |
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|
2019
Q1 | $309K | Hold |
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|
2018
Q4 | $251K | Buy |
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|
2018
Q3 | $275K | Hold |
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|
2018
Q2 | $298K | Hold |
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|
2018
Q1 | $295K | Sell |
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|
2017
Q4 | $272K | Buy |
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|
2017
Q3 | $236K | Hold |
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|
2017
Q2 | $227K | Sell |
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|
2017
Q1 | $227K | Buy |
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