Ameriprise’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.59M | Sell |
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|
2025
Q2 | $10.3M | Buy |
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|
2025
Q1 | $5.77M | Buy |
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|
2024
Q4 | $4.46M | Buy |
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|
2024
Q3 | $2.94M | Buy |
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|
2024
Q2 | $3.19M | Sell |
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|
2024
Q1 | $3.52M | Sell |
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|
2023
Q4 | $4.45M | Buy |
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|
2023
Q3 | $3.68M | Sell |
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|
2023
Q2 | $4.46M | Buy |
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|
2023
Q1 | $4.15M | Sell |
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|
2022
Q4 | $4.7M | Sell |
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|
2022
Q3 | $4.38M | Sell |
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|
2022
Q2 | $5.23M | Sell |
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|
2022
Q1 | $6.5M | Buy |
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|
2021
Q4 | $5.49M | Sell |
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|
2021
Q3 | $4.67M | Sell |
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|
2021
Q2 | $4.74M | Buy |
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|
2021
Q1 | $969K | Sell |
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|
2020
Q4 | $5.76M | Buy |
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|
2020
Q3 | $4.55M | Buy |
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|
2020
Q2 | $4.33M | Sell |
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|
2020
Q1 | $4.36M | Buy |
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|
2019
Q4 | $4.99M | Buy |
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|
2019
Q3 | $4.06M | Sell |
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|
2019
Q2 | $3.41M | Buy |
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|
2019
Q1 | $2.49M | Sell |
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|
2018
Q4 | $2.47M | Buy |
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|
2018
Q3 | $231K | Sell |
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|
2018
Q2 | $249K | Sell |
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|
2018
Q1 | $246K | Sell |
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|
2017
Q4 | $211K | Buy |
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|
2017
Q3 | $205K | Sell |
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|
2017
Q2 | $208K | Buy |
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|
2017
Q1 | $186K | Buy |
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|
2016
Q4 | $183K | Sell |
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|
2016
Q3 | $152K | Buy |
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|
2016
Q2 | $140K | Buy |
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|
2016
Q1 | $126K | Sell |
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|
2015
Q4 | $135K | Buy |
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|
2015
Q3 | $133K | Buy |
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|
2015
Q2 | $126K | Buy |
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|
2015
Q1 | $101K | Sell |
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|
2014
Q4 | $99K | Buy |
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|
2014
Q3 | $60K | Hold |
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|
2014
Q2 | $69K | Hold |
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|
2014
Q1 | $70K | Hold |
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|
2013
Q4 | $70K | Sell |
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|
2013
Q3 | $75K | Buy |
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|
2013
Q2 | $65K | Buy |
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