Hoertkorn Richard Charles’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 | $1.39M | Hold |
10,607
| – | – | 0.59% | 29 |
|
|
2025
Q1 | $1.3M | Sell |
10,607
-2,000
| -16% | -$244K | 0.6% | 29 |
|
|
2024
Q4 | $1.57M | Sell |
12,607
-1,020
| -7% | -$127K | 0.65% | 28 |
|
|
2024
Q3 | $1.64M | Sell |
13,627
-666
| -5% | -$80K | 0.71% | 28 |
|
|
2024
Q2 | $1.24M | Sell |
14,293
-2,967
| -17% | -$257K | 0.54% | 29 |
|
|
2024
Q1 | $1.62M | Hold |
17,260
| – | – | 0.7% | 28 |
|
|
2023
Q4 | $1.56M | Hold |
17,260
| – | – | 0.7% | 27 |
|
|
2023
Q3 | $1.25M | Hold |
17,260
| – | – | 0.63% | 29 |
|
|
2023
Q2 | $1.35M | Sell |
17,260
-500
| -3% | -$39.1K | 0.65% | 29 |
|
|
2023
Q1 | $1.26M | Sell |
17,760
-400
| -2% | -$28.3K | 0.65% | 29 |
|
|
2022
Q4 | $1.35M | Sell |
18,160
-150
| -0.8% | -$11.1K | 0.72% | 28 |
|
|
2022
Q3 | $1.19M | Sell |
18,310
-2,400
| -12% | -$156K | 0.68% | 29 |
|
|
2022
Q2 | $1.47M | Sell |
20,710
-200
| -1% | -$14.2K | 0.81% | 26 |
|
|
2022
Q1 | $1.85M | Sell |
20,910
-200
| -0.9% | -$17.7K | 0.81% | 25 |
|
|
2021
Q4 | $2.22M | Sell |
21,110
-150
| -0.7% | -$15.8K | 0.9% | 23 |
|
|
2021
Q3 | $2.01M | Sell |
21,260
-450
| -2% | -$42.5K | 0.9% | 24 |
|
|
2021
Q2 | $1.81M | Sell |
21,710
-850
| -4% | -$70.9K | 0.81% | 26 |
|
|
2021
Q1 | $1.74M | Sell |
22,560
-300
| -1% | -$23.1K | 0.86% | 25 |
|
|
2020
Q4 | $1.4M | Sell |
22,860
-300
| -1% | -$18.4K | 0.77% | 28 |
|
|
2020
Q3 | $1.07M | Hold |
23,160
| – | – | 0.71% | 27 |
|
|
2020
Q2 | $1.02M | Buy |
23,160
+1,165
| +5% | +$51.1K | 0.69% | 28 |
|
|
2020
Q1 | $829K | Sell |
21,995
-400
| -2% | -$15.1K | 0.68% | 28 |
|
|
2019
Q4 | $1.37M | Hold |
22,395
| – | – | 0.85% | 27 |
|
|
2019
Q3 | $1.19M | Hold |
22,395
| – | – | 0.77% | 27 |
|
|
2019
Q2 | $1.15M | Sell |
22,395
-1,400
| -6% | -$71.8K | 0.76% | 30 |
|
|
2019
Q1 | $1.18M | Sell |
23,795
-900
| -4% | -$44.5K | 0.78% | 30 |
|
|
2018
Q4 | $989K | Sell |
24,695
-1,050
| -4% | -$42.1K | 0.7% | 32 |
|
|
2018
Q3 | $1.14M | Sell |
25,745
-350
| -1% | -$15.4K | 0.67% | 32 |
|
|
2018
Q2 | $1.25M | Sell |
26,095
-400
| -2% | -$19.1K | 0.76% | 31 |
|
|
2018
Q1 | $1.25M | Sell |
26,495
-250
| -0.9% | -$11.8K | 0.77% | 31 |
|
|
2017
Q4 | $1.16M | Sell |
26,745
-1,400
| -5% | -$60.6K | 0.69% | 35 |
|
|
2017
Q3 | $1.07M | Sell |
28,145
-1,300
| -4% | -$49.2K | 0.68% | 37 |
|
|
2017
Q2 | $1.07M | Hold |
29,445
| – | – | 0.71% | 35 |
|
|
2017
Q1 | $1.02M | Hold |
29,445
| – | – | 0.68% | 38 |
|
|
2016
Q4 | $927K | Hold |
29,445
| – | – | 0.64% | 40 |
|
|
2016
Q3 | $824K | Buy |
29,445
+3,750
| +15% | +$105K | 0.64% | 40 |
|
|
2016
Q2 | $680K | Buy |
25,695
+1,000
| +4% | +$26.5K | 0.54% | 40 |
|
|
2016
Q1 | $712K | Buy |
24,695
+1,350
| +6% | +$38.9K | 0.57% | 41 |
|
|
2015
Q4 | $807K | Sell |
23,345
-150
| -0.6% | -$5.19K | 0.61% | 41 |
|
|
2015
Q3 | $749K | Hold |
23,495
| – | – | 0.59% | 39 |
|
|
2015
Q2 | $869K | Sell |
23,495
-500
| -2% | -$18.5K | 0.65% | 38 |
|
|
2015
Q1 | $929K | Hold |
23,995
| – | – | 0.69% | 38 |
|
|
2014
Q4 | $822K | Buy |
23,995
+500
| +2% | +$17.1K | 0.58% | 38 |
|
|
2014
Q3 | $699K | Buy |
23,495
+500
| +2% | +$14.9K | 0.52% | 38 |
|
|
2014
Q2 | $737K | Buy |
22,995
+9,400
| +69% | +$301K | 0.55% | 38 |
|
|
2014
Q1 | $373K | Buy |
13,595
+4,225
| +45% | +$116K | 0.29% | 42 |
|
|
2013
Q4 | $246K | Buy |
+9,370
| New | +$246K | 0.19% | 43 |
|