Prudent Man 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 | $505K | Buy |
3,605
+45
| +1% | +$6.31K | 0.16% | 118 |
|
|
2025
Q1 | $466K | Hold |
3,560
| – | – | 0.17% | 124 |
|
|
2024
Q4 | $467K | Sell |
3,560
-697
| -16% | -$91.5K | 0.17% | 118 |
|
|
2024
Q3 | $530K | Hold |
4,257
| – | – | 0.18% | 121 |
|
|
2024
Q2 | $379K | Buy |
4,257
+226
| +6% | +$20.1K | 0.13% | 126 |
|
|
2024
Q1 | $392K | Sell |
4,031
-340
| -8% | -$33.1K | 0.15% | 125 |
|
|
2023
Q4 | $407K | Sell |
4,371
-38
| -0.9% | -$3.54K | 0.15% | 128 |
|
|
2023
Q3 | $326K | Hold |
4,409
| – | – | 0.13% | 133 |
|
|
2023
Q2 | $356K | Hold |
4,409
| – | – | 0.13% | 134 |
|
|
2023
Q1 | $321K | Hold |
4,409
| – | – | 0.13% | 138 |
|
|
2022
Q4 | $339K | Buy |
4,409
+494
| +13% | +$38K | 0.14% | 132 |
|
|
2022
Q3 | $264K | Buy |
+3,915
| New | +$264K | 0.13% | 131 |
|
|
2022
Q2 | – | Sell |
-2,386
| Closed | -$218K | – | 168 |
|
|
2022
Q1 | $218K | Sell |
2,386
-25
| -1% | -$2.28K | 0.09% | 168 |
|
|
2021
Q4 | $262K | Sell |
2,411
-612
| -20% | -$66.5K | 0.1% | 149 |
|
|
2021
Q3 | $294K | Hold |
3,023
| – | – | 0.11% | 146 |
|
|
2021
Q2 | $259K | Hold |
3,023
| – | – | 0.1% | 164 |
|
|
2021
Q1 | $239K | Buy |
+3,023
| New | +$239K | 0.1% | 170 |
|