Heritage Wealth 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
Q2 | $369K | Hold |
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|
2025
Q1 | $345K | Hold |
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|
2024
Q4 | $346K | Sell |
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|
2024
Q3 | $334K | Sell |
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|
2024
Q2 | $256K | Hold |
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|
2024
Q1 | $279K | Hold |
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|
2023
Q4 | $267K | Hold |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $232K | Sell |
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|
2023
Q1 | $211K | Buy |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q3 | $145K | Hold |
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|
2022
Q2 | $159K | Hold |
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|
2022
Q1 | $197K | Hold |
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|
2021
Q4 | $234K | Hold |
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|
2021
Q3 | $210K | Hold |
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|
2021
Q2 | $185K | Hold |
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|
2021
Q1 | $170K | Hold |
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|
2020
Q4 | $135K | Hold |
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|
2020
Q3 | $101K | Hold |
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|
2020
Q2 | $97.4K | Hold |
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|
2020
Q1 | $81.3K | Hold |
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|
2019
Q4 | $132K | Hold |
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|
2019
Q3 | $114K | Buy |
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