Whitegate Investment Counselors’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $468K | Hold |
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|
2025
Q4 | $556K | Hold |
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|
2025
Q3 | $544K | Hold |
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|
2025
Q2 | $484K | Hold |
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|
2025
Q1 | $452K | Hold |
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|
2024
Q4 | $454K | Hold |
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|
2024
Q3 | $430K | Hold |
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|
2024
Q2 | $308K | Hold |
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|
2024
Q1 | $336K | Hold |
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|
2023
Q4 | $322K | Hold |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $275K | Hold |
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|
2022
Q4 | $291K | Hold |
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|
2022
Q3 | $255K | Hold |
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|
2022
Q2 | $278K | Sell |
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|
2022
Q1 | $366K | Hold |
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|
2021
Q4 | $434K | Hold |
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|
2021
Q3 | $389K | Hold |
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|
2021
Q2 | $343K | Hold |
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|
2021
Q1 | $316K | Hold |
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|
2020
Q4 | $251K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $245K | Hold |
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|
2019
Q3 | $212K | Hold |
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|
2019
Q2 | $205K | Buy |
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