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Waldron Private Wealth’s CBRE Group CBRE Stock Holding History

Waldron Private Wealth’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,268
Closed -$429K – 313
2024
Q4 		$429K Buy
3,268
+1,640
+101% +$215K 0.02% 271
2024
Q3 		$203K Buy
+1,628
New +$203K 0.01% 401