United Capital Financial 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 | $1.4M | Sell |
10,019
-151
| -1% | -$21.2K | 0.01% | 510 |
|
|
2025
Q1 | $1.33M | Buy |
10,170
+490
| +5% | +$64.1K | 0.01% | 507 |
|
|
2024
Q4 | $1.27M | Buy |
9,680
+184
| +2% | +$24.2K | 0.01% | 502 |
|
|
2024
Q3 | $1.18M | Buy |
9,496
+930
| +11% | +$116K | 0.01% | 505 |
|
|
2024
Q2 | $763K | Buy |
8,566
+63
| +0.7% | +$5.61K | 0.01% | 592 |
|
|
2024
Q1 | $827K | Buy |
8,503
+136
| +2% | +$13.2K | 0.01% | 605 |
|
|
2023
Q4 | $779K | Buy |
8,367
+4,522
| +118% | +$421K | 0.01% | 610 |
|
|
2023
Q3 | $284K | Sell |
3,845
-729
| -16% | -$53.8K | ﹤0.01% | 736 |
|
|
2023
Q2 | $369K | Buy |
+4,574
| New | +$369K | ﹤0.01% | 732 |
|
|
2020
Q1 | – | Sell |
-11,333
| Closed | -$695K | – | 1212 |
|
|
2019
Q4 | $695K | Buy |
11,333
+4,307
| +61% | +$264K | ﹤0.01% | 891 |
|
|
2019
Q3 | $372K | Sell |
7,026
-4,738
| -40% | -$251K | ﹤0.01% | 1022 |
|
|
2019
Q2 | $603K | Buy |
11,764
+1,582
| +16% | +$81.1K | ﹤0.01% | 969 |
|
|
2019
Q1 | $503K | Buy |
10,182
+4,718
| +86% | +$233K | ﹤0.01% | 971 |
|
|
2018
Q4 | $219K | Buy |
+5,464
| New | +$219K | ﹤0.01% | 1169 |
|
|
2018
Q3 | – | Sell |
-8,267
| Closed | -$395K | – | 1334 |
|
|
2018
Q2 | $395K | Buy |
8,267
+206
| +3% | +$9.84K | ﹤0.01% | 1001 |
|
|
2018
Q1 | $381K | Sell |
8,061
-1,781
| -18% | -$84.2K | ﹤0.01% | 1022 |
|
|
2017
Q4 | $426K | Buy |
9,842
+259
| +3% | +$11.2K | ﹤0.01% | 1012 |
|
|
2017
Q3 | $363K | Buy |
9,583
+1,481
| +18% | +$56.1K | ﹤0.01% | 1052 |
|
|
2017
Q2 | $295K | Buy |
8,102
+339
| +4% | +$12.3K | ﹤0.01% | 1077 |
|
|
2017
Q1 | $270K | Sell |
7,763
-1,544
| -17% | -$53.7K | ﹤0.01% | 1082 |
|
|
2016
Q4 | $293K | Buy |
+9,307
| New | +$293K | ﹤0.01% | 1058 |
|