Aquatic Capital Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.71M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $761K | Buy |
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|
2023
Q4 | $188K | Sell |
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|
2023
Q3 | $280K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $59K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $56K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $17K | Sell |
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|
2021
Q4 | $51K | Buy |
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