Western Pacific 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 | $430K | Hold |
3,070
| – | – | 0.41% | 34 |
|
|
2025
Q1 | $401K | Hold |
3,070
| – | – | 0.36% | 35 |
|
|
2024
Q4 | $403K | Buy |
3,070
+1,035
| +51% | +$136K | 0.33% | 35 |
|
|
2024
Q3 | $253K | Hold |
2,035
| – | – | 0.17% | 49 |
|
|
2024
Q2 | $181K | Hold |
2,035
| – | – | 0.14% | 54 |
|
|
2024
Q1 | $198K | Buy |
2,035
+60
| +3% | +$5.83K | 0.14% | 54 |
|
|
2023
Q4 | $184K | Buy |
1,975
+90
| +5% | +$8.38K | 0.13% | 51 |
|
|
2023
Q3 | $139K | Buy |
1,885
+200
| +12% | +$14.8K | 0.11% | 60 |
|
|
2023
Q2 | $136K | Hold |
1,685
| – | – | 0.1% | 56 |
|
|
2023
Q1 | $123K | Hold |
1,685
| – | – | 0.09% | 69 |
|
|
2022
Q4 | $130K | Buy |
1,685
+525
| +45% | +$40.4K | 0.11% | 57 |
|
|
2022
Q3 | $78K | Buy |
+1,160
| New | +$78K | 0.08% | 68 |
|