Avantax Advisory Services’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 | $1.86M | Sell |
13,282
-2,766
| -17% | -$388K | 0.01% | 839 |
|
|
2025
Q1 | $2.1M | Buy |
16,048
+1,357
| +9% | +$177K | 0.01% | 715 |
|
|
2024
Q4 | $1.93M | Buy |
14,691
+4,872
| +50% | +$640K | 0.01% | 724 |
|
|
2024
Q3 | $1.22M | Buy |
9,819
+478
| +5% | +$59.5K | 0.01% | 923 |
|
|
2024
Q2 | $832K | Buy |
+9,341
| New | +$832K | 0.01% | 1078 |
|
|
2022
Q1 | – | Sell |
-3,008
| Closed | -$326K | – | 1288 |
|
|
2021
Q4 | $326K | Buy |
3,008
+307
| +11% | +$33.3K | ﹤0.01% | 937 |
|
|
2021
Q3 | $263K | Buy |
2,701
+200
| +8% | +$19.5K | ﹤0.01% | 981 |
|
|
2021
Q2 | $215K | Buy |
+2,501
| New | +$215K | ﹤0.01% | 1047 |
|