Atlas Capital Advisors’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 | $534K | Sell |
3,811
-52
| -1% | -$7.29K | 0.07% | 242 |
|
|
2025
Q1 | $505K | Buy |
3,863
+29
| +0.8% | +$3.79K | 0.06% | 255 |
|
|
2024
Q4 | $503K | Sell |
3,834
-363
| -9% | -$47.7K | 0.06% | 234 |
|
|
2024
Q3 | $522K | Buy |
4,197
+1,970
| +88% | +$245K | 0.08% | 210 |
|
|
2024
Q2 | $198K | Hold |
2,227
| – | – | 0.03% | 381 |
|
|
2024
Q1 | $217K | Sell |
2,227
-399
| -15% | -$38.8K | 0.03% | 357 |
|
|
2023
Q4 | $244K | Sell |
2,626
-2,011
| -43% | -$187K | 0.04% | 333 |
|
|
2023
Q3 | $342K | Sell |
4,637
-114
| -2% | -$8.42K | 0.06% | 257 |
|
|
2023
Q2 | $383K | Hold |
4,751
| – | – | 0.06% | 251 |
|
|
2023
Q1 | $346K | Buy |
4,751
+200
| +4% | +$14.6K | 0.05% | 263 |
|
|
2022
Q4 | $350K | Sell |
4,551
-3,281
| -42% | -$253K | 0.06% | 237 |
|
|
2022
Q3 | $529K | Hold |
7,832
| – | – | 0.1% | 177 |
|
|
2022
Q2 | $577K | Buy |
7,832
+98
| +1% | +$7.21K | 0.1% | 177 |
|
|
2022
Q1 | $708K | Sell |
7,734
-161
| -2% | -$14.7K | 0.11% | 163 |
|
|
2021
Q4 | $857K | Hold |
7,895
| – | – | 0.13% | 134 |
|
|
2021
Q3 | $769K | Hold |
7,895
| – | – | 0.12% | 137 |
|
|
2021
Q2 | $677K | Buy |
7,895
+294
| +4% | +$25.2K | 0.11% | 165 |
|
|
2021
Q1 | $601K | Buy |
7,601
+7,348
| +2,904% | +$581K | 0.12% | 172 |
|
|
2020
Q4 | $15.9K | Buy |
+253
| New | +$15.9K | ﹤0.01% | 561 |
|
|
2020
Q3 | – | Sell |
-253
| Closed | -$11.4K | – | 358 |
|
|
2020
Q2 | $11.4K | Sell |
253
-127
| -33% | -$5.74K | ﹤0.01% | 599 |
|
|
2020
Q1 | $14.3K | Buy |
380
+253
| +199% | +$9.54K | ﹤0.01% | 554 |
|
|
2019
Q4 | $7.78K | Sell |
127
-199
| -61% | -$12.2K | ﹤0.01% | 595 |
|
|
2019
Q3 | $17.3K | Sell |
326
-240
| -42% | -$12.7K | 0.01% | 538 |
|
|
2019
Q2 | $29K | Sell |
566
-1,593
| -74% | -$81.7K | 0.01% | 528 |
|
|
2019
Q1 | $107K | Hold |
2,159
| – | – | 0.04% | 348 |
|
|
2018
Q4 | $86.4K | Sell |
2,159
-7,637
| -78% | -$306K | 0.03% | 356 |
|
|
2018
Q3 | $434K | Buy |
9,796
+9,434
| +2,606% | +$418K | 0.14% | 188 |
|
|
2018
Q2 | $18K | Buy |
+362
| New | +$18K | 0.01% | 448 |
|