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