Eads & Heald Wealth Management’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
$1.25M Sell
2025
Q2
$1.19M Sell
2025
Q1
$1.17M Sell
2024
Q4
$1.21M Buy
2024
Q3
$1.1M Sell
2024
Q2
$858K Buy
2024
Q1
$900K Sell
2023
Q4
$918K Sell
2023
Q3
$780K Buy
2023
Q2
$821K Buy
2023
Q1
$589K Buy
2022
Q4
$474K Sell
2022
Q3
$690K Buy