Vance 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 | $992K | Buy |
7,077
+21
| +0.3% | +$2.94K | 0.33% | 49 |
|
|
2025
Q1 | $923K | Sell |
7,056
-1,490
| -17% | -$195K | 0.35% | 46 |
|
|
2024
Q4 | $1.12M | Sell |
8,546
-25
| -0.3% | -$3.28K | 0.43% | 40 |
|
|
2024
Q3 | $1.07M | Sell |
8,571
-988
| -10% | -$123K | 0.4% | 39 |
|
|
2024
Q2 | $852K | Buy |
9,559
+7
| +0.1% | +$624 | 0.35% | 42 |
|
|
2024
Q1 | $929K | Sell |
9,552
-4,931
| -34% | -$479K | 0.37% | 42 |
|
|
2023
Q4 | $1.35M | Buy |
14,483
+2
| +0% | +$186 | 0.58% | 34 |
|
|
2023
Q3 | $1.07M | Hold |
14,481
| – | – | 0.5% | 36 |
|
|
2023
Q2 | $1.17M | Hold |
14,481
| – | – | 0.53% | 36 |
|
|
2023
Q1 | $1.05M | Hold |
14,481
| – | – | 0.57% | 32 |
|
|
2022
Q4 | $1.11M | Hold |
14,481
| – | – | 0.7% | 31 |
|
|
2022
Q3 | $978K | Hold |
14,481
| – | – | 0.75% | 24 |
|
|
2022
Q2 | $1.07M | Hold |
14,481
| – | – | 0.82% | 22 |
|
|
2022
Q1 | $1.33M | Sell |
14,481
-70
| -0.5% | -$6.41K | 1.68% | 13 |
|
|
2021
Q4 | $1.58M | Buy |
+14,551
| New | +$1.58M | 1.55% | 8 |
|