The Family Firm’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 | – | Sell |
-2,402
| Closed | -$314K | – | 103 |
|
|
2025
Q1 | $314K | Hold |
2,402
| – | – | 0.07% | 161 |
|
|
2024
Q4 | $315K | Hold |
2,402
| – | – | 0.07% | 160 |
|
|
2024
Q3 | $299K | Hold |
2,402
| – | – | 0.07% | 168 |
|
|
2024
Q2 | $214K | Buy |
+2,402
| New | +$214K | 0.05% | 185 |
|
|
2022
Q1 | – | Sell |
-2,025
| Closed | -$220K | – | 176 |
|
|
2021
Q4 | $220K | Hold |
2,025
| – | – | 0.06% | 173 |
|
|
2021
Q3 | $207K | Buy |
+2,025
| New | +$207K | 0.05% | 175 |
|