Heritage Wealth Advisors’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 | $369K | Hold |
2,637
| – | – | 0.02% | 154 |
|
|
2025
Q1 | $345K | Hold |
2,637
| – | – | 0.02% | 153 |
|
|
2024
Q4 | $346K | Sell |
2,637
-43
| -2% | -$5.65K | 0.02% | 159 |
|
|
2024
Q3 | $334K | Sell |
2,680
-190
| -7% | -$23.7K | 0.02% | 169 |
|
|
2024
Q2 | $256K | Hold |
2,870
| – | – | 0.01% | 182 |
|
|
2024
Q1 | $279K | Hold |
2,870
| – | – | 0.01% | 182 |
|
|
2023
Q4 | $267K | Hold |
2,870
| – | – | 0.01% | 188 |
|
|
2023
Q3 | $212K | Hold |
2,870
| – | – | 0.01% | 197 |
|
|
2023
Q2 | $232K | Sell |
2,870
-30
| -1% | -$2.42K | 0.01% | 194 |
|
|
2023
Q1 | $211K | Buy |
2,900
+73
| +3% | +$5.32K | 0.01% | 199 |
|
|
2022
Q4 | $218K | Buy |
2,827
+672
| +31% | +$51.7K | 0.01% | 201 |
|
|
2022
Q3 | $145K | Hold |
2,155
| – | – | 0.01% | 226 |
|
|
2022
Q2 | $159K | Hold |
2,155
| – | – | 0.01% | 221 |
|
|
2022
Q1 | $197K | Hold |
2,155
| – | – | 0.01% | 196 |
|
|
2021
Q4 | $234K | Hold |
2,155
| – | – | 0.01% | 196 |
|
|
2021
Q3 | $210K | Hold |
2,155
| – | – | 0.01% | 195 |
|
|
2021
Q2 | $185K | Hold |
2,155
| – | – | 0.01% | 209 |
|
|
2021
Q1 | $170K | Hold |
2,155
| – | – | 0.01% | 216 |
|
|
2020
Q4 | $135K | Hold |
2,155
| – | – | 0.01% | 226 |
|
|
2020
Q3 | $101K | Hold |
2,155
| – | – | 0.01% | 204 |
|
|
2020
Q2 | $97.4K | Hold |
2,155
| – | – | 0.01% | 207 |
|
|
2020
Q1 | $81.3K | Hold |
2,155
| – | – | 0.01% | 211 |
|
|
2019
Q4 | $132K | Hold |
2,155
| – | – | 0.02% | 207 |
|
|
2019
Q3 | $114K | Buy |
+2,155
| New | +$114K | 0.02% | 197 |
|