Heritage Wealth Management (Ohio)’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	$212K	Buy	+1,515	New	+$212K	0.07%	226
2025 Q1	–	Sell	-1,565	Closed	-$205K	–	230
2024 Q4	$205K	Buy	+1,565	New	+$205K	0.07%	222