HTG Investment 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 | $18.8M | Sell |
134,313
-4,514
| -3% | -$633K | 7% | 5 |
|
|
2025
Q1 | $18.2M | Buy |
138,827
+460
| +0.3% | +$60.2K | 7.57% | 3 |
|
|
2024
Q4 | $18.2M | Sell |
138,367
-6,803
| -5% | -$893K | 8.31% | 2 |
|
|
2024
Q3 | $18.1M | Sell |
145,170
-20,309
| -12% | -$2.53M | 8.53% | 2 |
|
|
2024
Q2 | $14.7M | Hold |
165,479
| – | – | 7.95% | 3 |
|
|
2024
Q1 | $16.1M | Sell |
165,479
-14,374
| -8% | -$1.4M | 9.33% | 2 |
|
|
2023
Q4 | $16.7M | Buy |
179,853
+22,921
| +15% | +$2.13M | 10.93% | 2 |
|
|
2023
Q3 | $11.6M | Sell |
156,932
-4,964
| -3% | -$367K | 9.29% | 3 |
|
|
2023
Q2 | $13.1M | Hold |
161,896
| – | – | 10.79% | 3 |
|
|
2023
Q1 | $11.8M | Buy |
161,896
+33,734
| +26% | +$2.46M | 10.74% | 3 |
|
|
2022
Q4 | $9.86M | Buy |
+128,162
| New | +$9.86M | 9.98% | 3 |
|