Atria Wealth Solutions’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 | $479K | Sell |
3,422
-1,835
| -35% | -$257K | 0.01% | 927 |
|
|
2025
Q1 | $688K | Sell |
5,257
-5,138
| -49% | -$672K | 0.01% | 1036 |
|
|
2024
Q4 | $1.36M | Buy |
+10,395
| New | +$1.36M | 0.01% | 798 |
|
|
2022
Q3 | – | Sell |
-7,302
| Closed | -$538K | – | 1748 |
|
|
2022
Q2 | $538K | Buy |
7,302
+327
| +5% | +$24.1K | 0.01% | 909 |
|
|
2022
Q1 | $638K | Buy |
+6,975
| New | +$638K | 0.01% | 932 |
|