Venturi Wealth Management’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 | $444K | Buy |
3,166
+220
| +7% | +$30.8K | 0.02% | 347 |
|
|
2025
Q1 | $385K | Buy |
2,946
+152
| +5% | +$19.9K | 0.02% | 380 |
|
|
2024
Q4 | $367K | Buy |
2,794
+2,587
| +1,250% | +$340K | 0.02% | 400 |
|
|
2024
Q3 | $25.8K | Buy |
207
+23
| +13% | +$2.86K | ﹤0.01% | 955 |
|
|
2024
Q2 | $16.4K | Buy |
184
+172
| +1,433% | +$15.3K | ﹤0.01% | 986 |
|
|
2024
Q1 | $1.17K | Hold |
12
| – | – | ﹤0.01% | 1325 |
|
|
2023
Q4 | $1.12K | Buy |
+12
| New | +$1.12K | ﹤0.01% | 1325 |
|
|
2023
Q3 | – | Sell |
-6
| Closed | -$485 | – | 1322 |
|
|
2023
Q2 | $485 | Buy |
+6
| New | +$485 | ﹤0.01% | 1076 |
|