Waverly 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 | $495K | Sell |
3,533
-162
| -4% | -$22.7K | 0.01% | 800 |
|
|
2025
Q1 | $483K | Buy |
3,695
+84
| +2% | +$11K | 0.01% | 781 |
|
|
2024
Q4 | $474K | Buy |
3,611
+1,269
| +54% | +$167K | 0.01% | 694 |
|
|
2024
Q3 | $292K | Sell |
2,342
-234
| -9% | -$29.1K | 0.01% | 689 |
|
|
2024
Q2 | $230K | Sell |
2,576
-57
| -2% | -$5.08K | ﹤0.01% | 728 |
|
|
2024
Q1 | $256K | Sell |
2,633
-205
| -7% | -$19.9K | 0.01% | 607 |
|
|
2023
Q4 | $264K | Buy |
+2,838
| New | +$264K | 0.01% | 379 |
|
|
2018
Q1 | – | Sell |
-8,747
| Closed | -$379K | – | 210 |
|
|
2017
Q4 | $379K | Sell |
8,747
-3,538
| -29% | -$153K | 0.05% | 169 |
|
|
2017
Q3 | $465K | Hold |
12,285
| – | – | 0.1% | 139 |
|
|
2017
Q2 | $447K | Hold |
12,285
| – | – | 0.11% | 144 |
|
|
2017
Q1 | $427K | Buy |
+12,285
| New | +$427K | 0.11% | 143 |
|
|
2014
Q4 | – | Sell |
-4,000
| Closed | -$119K | – | 463 |
|
|
2014
Q3 | $119K | Hold |
4,000
| – | – | 0.06% | 119 |
|
|
2014
Q2 | $128K | Hold |
4,000
| – | – | 0.05% | 124 |
|
|
2014
Q1 | $110K | Hold |
4,000
| – | – | 0.05% | 137 |
|
|
2013
Q4 | $105K | Buy |
+4,000
| New | +$105K | 0.04% | 220 |
|