Waverly Advisors’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
Q2 | $495K | Sell |
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|
2025
Q1 | $483K | Buy |
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|
2024
Q4 | $474K | Buy |
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|
2024
Q3 | $292K | Sell |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $256K | Sell |
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|
2023
Q4 | $264K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $379K | Sell |
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|
2017
Q3 | $465K | Hold |
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|
2017
Q2 | $447K | Hold |
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|
2017
Q1 | $427K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $119K | Hold |
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|
2014
Q2 | $128K | Hold |
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|
2014
Q1 | $110K | Hold |
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|
2013
Q4 | $105K | Buy |
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