Heritage Wealth Management (Ohio)’s CBRE Group CBRE Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio CBRE Stock Details CBRE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$238K	Hold
2025 Q3	$233K	Sell
2025 Q2	$212K	Buy
2025 Q1	–	Sell
2024 Q4	$205K	Buy