Principia Wealth Advisory’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	$1.82K	Buy	13 +2	+18%	+$280	﹤0.01%	408
2025 Q1	$1.33K	Buy	11 +3	+38%	+$364	﹤0.01%	345
2024 Q4	$1.05K	Buy	+8	New	+$1.05K	﹤0.01%	354