AssetMark Inc’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.3K | Buy |
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2025
Q1 | $68.7K | Buy |
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|
2024
Q4 | $61.8K | Hold |
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|
2024
Q3 | $50.8K | Hold |
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|
2024
Q2 | $55.9K | Hold |
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|
2024
Q1 | $59.3K | Sell |
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|
2023
Q4 | $56.6K | Buy |
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|
2023
Q3 | $37.6K | Hold |
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|
2023
Q2 | $38.6K | Hold |
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|
2023
Q1 | $35.9K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1K | Buy |
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|
2017
Q3 | $1K | Buy |
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