AO
Advisor OS’s CBRE Group CBRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
1,711
-147
| -8% | -$20.6K | 0.02% | 395 |
|
|
2025
Q1 | $243K | Sell |
1,858
-758
| -29% | -$99.1K | 0.03% | 370 |
|
|
2024
Q4 | $343K | Sell |
2,616
-15,810
| -86% | -$2.08M | 0.04% | 292 |
|
|
2024
Q3 | $2.29M | Sell |
18,426
-5,428
| -23% | -$676K | 0.23% | 80 |
|
|
2024
Q2 | $2.13M | Buy |
23,854
+1,234
| +5% | +$110K | 0.23% | 83 |
|
|
2024
Q1 | $2.2M | Buy |
22,620
+4,104
| +22% | +$399K | 0.25% | 75 |
|
|
2023
Q4 | $1.72M | Buy |
18,516
+4,264
| +30% | +$397K | 0.22% | 80 |
|
|
2023
Q3 | $1.05M | Buy |
14,252
+6,756
| +90% | +$499K | 0.16% | 124 |
|
|
2023
Q2 | $605K | Buy |
+7,496
| New | +$605K | 0.1% | 187 |
|