Advisors Capital Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
2,900
| – | – | ﹤0.01% | 503 |
|
|
2025
Q1 | $220K | Hold |
2,900
| – | – | ﹤0.01% | 482 |
|
|
2024
Q4 | $237K | Buy |
+2,900
| New | +$237K | ﹤0.01% | 480 |
|
|
2024
Q3 | – | Sell |
-2,900
| Closed | -$215K | – | 499 |
|
|
2024
Q2 | $215K | Hold |
2,900
| – | – | ﹤0.01% | 457 |
|
|
2024
Q1 | $228K | Buy |
+2,900
| New | +$228K | ﹤0.01% | 445 |
|