Avior 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 | $903K | Buy |
6,446
+5,979
| +1,280% | +$838K | 0.03% | 314 |
|
|
2025
Q1 | $61.1K | Sell |
467
-4,580
| -91% | -$599K | ﹤0.01% | 706 |
|
|
2024
Q4 | $663K | Sell |
5,047
-3,302
| -40% | -$434K | 0.02% | 374 |
|
|
2024
Q3 | $1.04M | Sell |
8,349
-1,686
| -17% | -$210K | 0.04% | 280 |
|
|
2024
Q2 | $894K | Buy |
10,035
+595
| +6% | +$53K | 0.04% | 295 |
|
|
2024
Q1 | $918K | Buy |
9,440
+1,340
| +17% | +$130K | 0.04% | 306 |
|
|
2023
Q4 | $754K | Sell |
8,100
-1,800
| -18% | -$168K | 0.05% | 254 |
|
|
2023
Q3 | $731K | Buy |
9,900
+1,500
| +18% | +$111K | 0.05% | 247 |
|
|
2023
Q2 | $678K | Hold |
8,400
| – | – | 0.04% | 273 |
|
|
2023
Q1 | $612K | Hold |
8,400
| – | – | 0.04% | 290 |
|
|
2022
Q4 | $646K | Buy |
8,400
+1,900
| +29% | +$146K | 0.05% | 249 |
|
|
2022
Q3 | $438K | Buy |
+6,500
| New | +$438K | 0.04% | 302 |
|
|
2021
Q4 | – | Sell |
-3,015
| Closed | -$293K | – | 1098 |
|
|
2021
Q3 | $293K | Sell |
3,015
-1,800
| -37% | -$175K | 0.02% | 381 |
|
|
2021
Q2 | $412K | Buy |
4,815
+1,200
| +33% | +$103K | 0.04% | 327 |
|
|
2021
Q1 | $285K | Sell |
3,615
-1,365
| -27% | -$108K | 0.03% | 370 |
|
|
2020
Q4 | $312K | Sell |
4,980
-2,820
| -36% | -$177K | 0.04% | 338 |
|
|
2020
Q3 | $366K | Sell |
7,800
-1,800
| -19% | -$84.5K | 0.05% | 300 |
|
|
2020
Q2 | $434K | Sell |
9,600
-40
| -0.4% | -$1.81K | 0.07% | 258 |
|
|
2020
Q1 | $363K | Sell |
9,640
-1,340
| -12% | -$50.5K | 0.07% | 243 |
|
|
2019
Q4 | $672K | Hold |
10,980
| – | – | 0.11% | 192 |
|
|
2019
Q3 | $582K | Hold |
10,980
| – | – | 0.1% | 191 |
|
|
2019
Q2 | $563K | Hold |
10,980
| – | – | 0.1% | 190 |
|
|
2019
Q1 | $542K | Hold |
10,980
| – | – | 0.11% | 184 |
|
|
2018
Q4 | $439K | Buy |
10,980
+1,440
| +15% | +$57.6K | 0.11% | 186 |
|
|
2018
Q3 | $421K | Hold |
9,540
| – | – | 0.09% | 211 |
|
|
2018
Q2 | $455K | Hold |
9,540
| – | – | 0.1% | 185 |
|
|
2018
Q1 | $450K | Buy |
9,540
+1,440
| +18% | +$67.9K | 0.1% | 183 |
|
|
2017
Q4 | $351K | Buy |
+8,100
| New | +$351K | 0.08% | 215 |
|