Summit Trail Advisors’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 | Sell |
4,260
-96
| -2% | -$13.5K | 0.01% | 663 |
|
|
2025
Q1 | $570K | Buy |
4,356
+1,142
| +36% | +$149K | 0.02% | 239 |
|
|
2024
Q4 | $422K | Buy |
3,214
+1,020
| +46% | +$134K | 0.02% | 245 |
|
|
2024
Q3 | $273K | Buy |
+2,194
| New | +$273K | 0.01% | 579 |
|
|
2018
Q1 | – | Sell |
-830
| Closed | -$37K | – | 623 |
|
|
2017
Q4 | $37K | Buy |
+830
| New | +$37K | ﹤0.01% | 894 |
|