SVB Wealth’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 | $262K | Sell |
1,870
-6,162
| -77% | -$863K | 0.01% | 382 |
|
|
2025
Q1 | $1.05M | Buy |
8,032
+840
| +12% | +$110K | 0.04% | 153 |
|
|
2024
Q4 | $944K | Buy |
+7,192
| New | +$944K | 0.02% | 332 |
|
|
2024
Q3 | – | Sell |
-7,192
| Closed | -$641K | – | 105 |
|
|
2024
Q2 | $641K | Sell |
7,192
-308
| -4% | -$27.4K | 0.02% | 387 |
|
|
2024
Q1 | $729K | Sell |
7,500
-537
| -7% | -$52.2K | 0.02% | 405 |
|
|
2023
Q4 | $748K | Buy |
8,037
+2,023
| +34% | +$188K | 0.02% | 392 |
|
|
2023
Q3 | $444K | Buy |
6,014
+2,010
| +50% | +$148K | 0.01% | 486 |
|
|
2023
Q2 | $323K | Sell |
4,004
-640
| -14% | -$51.7K | 0.01% | 635 |
|
|
2023
Q1 | $338K | Sell |
4,644
-770
| -14% | -$56.1K | ﹤0.01% | 672 |
|
|
2022
Q4 | $417K | Buy |
5,414
+115
| +2% | +$8.85K | 0.01% | 611 |
|
|
2022
Q3 | $357K | Buy |
5,299
+2,033
| +62% | +$137K | 0.01% | 624 |
|
|
2022
Q2 | $240K | Buy |
3,266
+394
| +14% | +$29K | ﹤0.01% | 631 |
|
|
2022
Q1 | $263K | Sell |
2,872
-99
| -3% | -$9.07K | ﹤0.01% | 619 |
|
|
2021
Q4 | $323K | Sell |
2,971
-273
| -8% | -$29.7K | 0.01% | 555 |
|
|
2021
Q3 | $316K | Buy |
+3,244
| New | +$316K | ﹤0.01% | 767 |
|
|
2020
Q1 | – | Sell |
-4,038
| Closed | -$247K | – | 607 |
|
|
2019
Q4 | $247K | Buy |
4,038
+240
| +6% | +$14.7K | ﹤0.01% | 533 |
|
|
2019
Q3 | $201K | Buy |
+3,798
| New | +$201K | ﹤0.01% | 494 |
|
|
2016
Q4 | – | Sell |
-12,960
| Closed | -$363K | – | 496 |
|
|
2016
Q3 | $363K | Sell |
12,960
-2,379
| -16% | -$66.6K | 0.01% | 391 |
|
|
2016
Q2 | $406K | Sell |
15,339
-3,763
| -20% | -$99.6K | 0.02% | 381 |
|
|
2016
Q1 | $551K | Sell |
19,102
-4,915
| -20% | -$142K | 0.02% | 333 |
|
|
2015
Q4 | $831K | Sell |
24,017
-6,620
| -22% | -$229K | 0.03% | 291 |
|
|
2015
Q3 | $980K | Sell |
30,637
-9,953
| -25% | -$318K | 0.04% | 301 |
|
|
2015
Q2 | $1.5M | Sell |
40,590
-2,111
| -5% | -$78.1K | 0.05% | 264 |
|
|
2015
Q1 | $1.65M | Sell |
42,701
-1,410
| -3% | -$54.6K | 0.05% | 262 |
|
|
2014
Q4 | $1.51M | Buy |
+44,111
| New | +$1.51M | 0.05% | 266 |
|