Union Heritage Capital’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.17M | Hold |
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|
2025
Q2 | $2.82M | Hold |
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|
2025
Q1 | $2.63M | Hold |
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|
2024
Q4 | $2.64M | Hold |
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|
2024
Q3 | $2.5M | Hold |
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|
2024
Q2 | $1.79M | Hold |
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|
2024
Q1 | $1.96M | Buy |
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|
2023
Q4 | $1.4M | Hold |
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|
2023
Q3 | $1.11M | Hold |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.15M | Hold |
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|
2022
Q3 | $1.01M | Hold |
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|
2022
Q2 | $1.1M | Hold |
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|
2022
Q1 | $1.37M | Hold |
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|
2021
Q4 | $1.63M | Hold |
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|
2021
Q3 | $1.46M | Hold |
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|
2021
Q2 | $1.28M | Hold |
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|
2021
Q1 | $1.19M | Buy |
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