OneDigital Investment 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	$1.25M	Sell	8,950 -402	-4%	-$56.3K	0.01%	567
2025 Q1	$1.22M	Sell	9,352 -1,296	-12%	-$169K	0.01%	545
2024 Q4	$1.4M	Buy	10,648 +7,127	+202%	+$936K	0.02%	527
2024 Q3	$438K	Buy	3,521 +181	+5%	+$22.5K	0.01%	988
2024 Q2	$298K	Buy	+3,340	New	+$298K	﹤0.01%	1114