Delta Financial Advisors’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.37M | Hold |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.18M | Hold |
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|
2024
Q4 | $1.19M | Hold |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $833K | Hold |
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|
2024
Q1 | $909K | Sell |
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|
2023
Q4 | $879K | Sell |
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|
2023
Q3 | $981K | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1M | Hold |
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|
2022
Q4 | $1.06M | Sell |
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|
2022
Q3 | $944K | Hold |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.55M | Hold |
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|
2021
Q3 | $1.39M | Hold |
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|
2021
Q2 | $1.23M | Hold |
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|
2021
Q1 | $1.13M | Hold |
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|
2020
Q4 | $898K | Hold |
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|
2020
Q3 | $672K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $924K | Buy |
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|
2019
Q2 | $806K | Buy |
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