Wedmont Private Capital’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 | $578K | Buy |
4,138
+107
| +3% | +$15K | 0.02% | 390 |
|
2025
Q1 | $467K | Buy |
4,031
+284
| +8% | +$32.9K | 0.02% | 402 |
|
2024
Q4 | $463K | Buy |
3,747
+206
| +6% | +$25.5K | 0.02% | 405 |
|
2024
Q3 | $422K | Buy |
3,541
+389
| +12% | +$46.4K | 0.02% | 411 |
|
2024
Q2 | $298K | Buy |
3,152
+68
| +2% | +$6.44K | 0.02% | 496 |
|
2024
Q1 | $297K | Buy |
3,084
+65
| +2% | +$6.25K | 0.02% | 456 |
|
2023
Q4 | $266K | Sell |
3,019
-87
| -3% | -$7.67K | 0.02% | 458 |
|
2023
Q3 | $226K | Buy |
3,106
+42
| +1% | +$3.05K | 0.02% | 447 |
|
2023
Q2 | $267K | Buy |
3,064
+68
| +2% | +$5.92K | 0.03% | 412 |
|
2023
Q1 | $210K | Sell |
2,996
-211
| -7% | -$14.8K | 0.03% | 437 |
|
2022
Q4 | $260K | Buy |
+3,207
| New | +$260K | 0.04% | 374 |
|