Venturi Wealth Management’s CBRE Group CBRE Stock Holding History

Venturi Wealth Management’s Portfolio CBRE Stock Details CBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$505K	Buy
2025 Q2	$444K	Buy
2025 Q1	$385K	Buy
2024 Q4	$367K	Buy
2024 Q3	$25.8K	Buy
2024 Q2	$16.4K	Buy
2024 Q1	$1.17K	Hold
2023 Q4	$1.12K	Buy
2023 Q3	–	Sell
2023 Q2	$485	Buy