Ameritas Investment Partners’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
5,353
+505
| +10% | +$36.2K | 0.01% | 947 |
|
|
2025
Q1 | $368K | Sell |
4,848
-166
| -3% | -$12.6K | 0.01% | 947 |
|
|
2024
Q4 | $410K | Buy |
5,014
+231
| +5% | +$18.9K | 0.01% | 927 |
|
|
2024
Q3 | $322K | Hold |
4,783
| – | – | 0.01% | 1048 |
|
|
2024
Q2 | $354K | Hold |
4,783
| – | – | 0.01% | 935 |
|
|
2024
Q1 | $375K | Sell |
4,783
-182
| -4% | -$14.3K | 0.01% | 924 |
|
|
2023
Q4 | $311K | Buy |
4,965
+200
| +4% | +$12.5K | 0.01% | 1002 |
|
|
2023
Q3 | $247K | Buy |
4,765
+929
| +24% | +$48.2K | 0.01% | 1053 |
|
|
2023
Q2 | $204K | Hold |
3,836
| – | – | 0.01% | 1123 |
|
|
2023
Q1 | $190K | Hold |
3,836
| – | – | 0.01% | 1130 |
|
|
2022
Q4 | $181K | Hold |
3,836
| – | – | 0.01% | 1200 |
|
|
2022
Q3 | $164K | Hold |
3,836
| – | – | 0.01% | 1161 |
|
|
2022
Q2 | $153K | Hold |
3,836
| – | – | 0.01% | 1223 |
|
|
2022
Q1 | $161K | Hold |
3,836
| – | – | 0.01% | 1320 |
|
|
2021
Q4 | $150K | Hold |
3,836
| – | – | 0.01% | 1420 |
|
|
2021
Q3 | $124K | Sell |
3,836
-311
| -7% | -$10.1K | ﹤0.01% | 1556 |
|
|
2021
Q2 | $136K | Hold |
4,147
| – | – | ﹤0.01% | 1532 |
|
|
2021
Q1 | $135K | Sell |
4,147
-343
| -8% | -$11.2K | 0.01% | 1472 |
|
|
2020
Q4 | $119K | Hold |
4,490
| – | – | 0.01% | 1469 |
|
|
2020
Q3 | $103K | Hold |
4,490
| – | – | ﹤0.01% | 1404 |
|
|
2020
Q2 | $108K | Hold |
4,490
| – | – | 0.01% | 1367 |
|
|
2020
Q1 | $94K | Hold |
4,490
| – | – | 0.01% | 1307 |
|
|
2019
Q4 | $121K | Hold |
4,490
| – | – | 0.01% | 1394 |
|
|
2019
Q3 | $106K | Hold |
4,490
| – | – | ﹤0.01% | 1427 |
|
|
2019
Q2 | $88K | Hold |
4,490
| – | – | ﹤0.01% | 1579 |
|
|
2019
Q1 | $91K | Hold |
4,490
| – | – | ﹤0.01% | 1536 |
|
|
2018
Q4 | $88K | Hold |
4,490
| – | – | ﹤0.01% | 1471 |
|
|
2018
Q3 | $106K | Hold |
4,490
| – | – | ﹤0.01% | 1521 |
|
|
2018
Q2 | $103K | Hold |
4,490
| – | – | 0.01% | 1532 |
|
|
2018
Q1 | $82K | Hold |
4,490
| – | – | ﹤0.01% | 1617 |
|
|
2017
Q4 | $69K | Hold |
4,490
| – | – | ﹤0.01% | 1729 |
|
|
2017
Q3 | $68K | Hold |
4,490
| – | – | ﹤0.01% | 1684 |
|
|
2017
Q2 | $67K | Buy |
4,490
+878
| +24% | +$13.1K | ﹤0.01% | 1711 |
|
|
2017
Q1 | $49K | Buy |
+3,612
| New | +$49K | ﹤0.01% | 1855 |
|