Apexium Financial’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 | $655K | Sell |
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|
2025
Q2 | $950K | Hold |
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|
2025
Q1 | $1M | Hold |
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|
2024
Q4 | $1.08M | Hold |
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|
2024
Q3 | $891K | Hold |
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|
2024
Q2 | $982K | Hold |
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|
2024
Q1 | $1.04M | Hold |
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|
2023
Q4 | $829K | Hold |
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|
2023
Q3 | $687K | Hold |
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|
2023
Q2 | $706K | Hold |
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|
2023
Q1 | $656K | Hold |
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|
2022
Q4 | $621K | Hold |
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|
2022
Q3 | $567K | Hold |
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|
2022
Q2 | $529K | Sell |
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|
2022
Q1 | $537K | Hold |
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|
2021
Q4 | $537K | Hold |
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|
2021
Q3 | $444K | Hold |
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|
2021
Q2 | $450K | Hold |
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|
2021
Q1 | $449K | Hold |
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|
2020
Q4 | $366K | Hold |
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|
2020
Q3 | $314K | Hold |
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|
2020
Q2 | $329K | Hold |
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|
2020
Q1 | $287K | Hold |
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|
2019
Q4 | $370K | Buy |
|