TWM
Tolleson Wealth Management’s CBRE Group CBRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Hold |
2,000
| – | – | 0.05% | 77 |
|
|
2025
Q1 | $262K | Hold |
2,000
| – | – | 0.05% | 77 |
|
|
2024
Q4 | $263K | Hold |
2,000
| – | – | 0.05% | 90 |
|
|
2024
Q3 | $249K | Buy |
+2,000
| New | +$249K | 0.05% | 77 |
|
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$217K | – | 71 |
|
|
2021
Q4 | $217K | Buy |
+2,000
| New | +$217K | 0.06% | 68 |
|
|
2020
Q1 | – | Sell |
-3,575
| Closed | -$219K | – | 65 |
|
|
2019
Q4 | $219K | Buy |
+3,575
| New | +$219K | 0.11% | 63 |
|