Apexium Financial’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Hold |
13,246
| – | – | 0.05% | 132 |
|
|
2025
Q1 | $1M | Hold |
13,246
| – | – | 0.06% | 118 |
|
|
2024
Q4 | $1.08M | Hold |
13,246
| – | – | 0.07% | 107 |
|
|
2024
Q3 | $891K | Hold |
13,246
| – | – | 0.06% | 106 |
|
|
2024
Q2 | $982K | Hold |
13,246
| – | – | 0.07% | 92 |
|
|
2024
Q1 | $1.04M | Hold |
13,246
| – | – | 0.08% | 92 |
|
|
2023
Q4 | $829K | Hold |
13,246
| – | – | 0.06% | 136 |
|
|
2023
Q3 | $687K | Hold |
13,246
| – | – | 0.07% | 110 |
|
|
2023
Q2 | $706K | Hold |
13,246
| – | – | 0.06% | 111 |
|
|
2023
Q1 | $656K | Hold |
13,246
| – | – | 0.06% | 112 |
|
|
2022
Q4 | $621K | Hold |
13,246
| – | – | 0.06% | 115 |
|
|
2022
Q3 | $567K | Hold |
13,246
| – | – | 0.07% | 110 |
|
|
2022
Q2 | $529K | Sell |
13,246
-492
| -4% | -$19.6K | 0.3% | 53 |
|
|
2022
Q1 | $537K | Hold |
13,738
| – | – | 0.28% | 50 |
|
|
2021
Q4 | $537K | Hold |
13,738
| – | – | 0.28% | 51 |
|
|
2021
Q3 | $444K | Hold |
13,738
| – | – | 0.26% | 56 |
|
|
2021
Q2 | $450K | Hold |
13,738
| – | – | 0.28% | 49 |
|
|
2021
Q1 | $449K | Hold |
13,738
| – | – | 0.33% | 50 |
|
|
2020
Q4 | $366K | Hold |
13,738
| – | – | 0.29% | 49 |
|
|
2020
Q3 | $314K | Hold |
13,738
| – | – | 0.25% | 53 |
|
|
2020
Q2 | $329K | Hold |
13,738
| – | – | 0.3% | 50 |
|
|
2020
Q1 | $287K | Hold |
13,738
| – | – | 0.38% | 39 |
|
|
2019
Q4 | $370K | Buy |
+13,738
| New | +$370K | 0.48% | 40 |
|