Spire 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 | $615K | Sell |
4,386
-4,622
| -51% | -$648K | 0.02% | 462 |
|
2025
Q1 | $1.18M | Sell |
9,008
-473
| -5% | -$61.9K | 0.04% | 374 |
|
2024
Q4 | $1.24M | Buy |
9,481
+3,438
| +57% | +$451K | 0.04% | 337 |
|
2024
Q3 | $752K | Buy |
6,043
+5,745
| +1,928% | +$715K | 0.03% | 437 |
|
2024
Q2 | $26.6K | Sell |
298
-33
| -10% | -$2.94K | ﹤0.01% | 1336 |
|
2024
Q1 | $32.2K | Buy |
331
+6
| +2% | +$583 | ﹤0.01% | 1365 |
|
2023
Q4 | $27.8K | Buy |
325
+4
| +1% | +$342 | ﹤0.01% | 1419 |
|
2023
Q3 | $23.7K | Buy |
321
+12
| +4% | +$886 | ﹤0.01% | 1437 |
|
2023
Q2 | $24.9K | Buy |
309
+8
| +3% | +$645 | ﹤0.01% | 1494 |
|
2023
Q1 | $21.9K | Buy |
301
+34
| +13% | +$2.48K | ﹤0.01% | 1582 |
|
2022
Q4 | $21K | Buy |
267
+6
| +2% | +$472 | ﹤0.01% | 1347 |
|
2022
Q3 | $18K | Sell |
261
-71
| -21% | -$4.9K | ﹤0.01% | 1363 |
|
2022
Q2 | $24K | Sell |
332
-107,146
| -100% | -$7.75M | ﹤0.01% | 1582 |
|
2022
Q1 | $9.85M | Sell |
107,478
-2,967
| -3% | -$272K | 0.26% | 106 |
|
2021
Q4 | $12M | Buy |
110,445
+6,002
| +6% | +$653K | 0.27% | 106 |
|
2021
Q3 | $10.2M | Buy |
104,443
+8,244
| +9% | +$803K | 0.27% | 107 |
|
2021
Q2 | $8.27M | Buy |
96,199
+3,193
| +3% | +$274K | 0.22% | 120 |
|
2021
Q1 | $7.31M | Buy |
+93,006
| New | +$7.31M | 0.19% | 127 |
|