Bank Julius Baer & Co’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Sell |
62,974
-13,683
| -18% | -$981K | 0.01% | 253 |
|
|
2025
Q1 | $5.82M | Sell |
76,657
-75,711
| -50% | -$5.75M | 0.02% | 238 |
|
|
2024
Q4 | $12.6M | Buy |
152,368
+19,444
| +15% | +$1.6M | 0.04% | 187 |
|
|
2024
Q3 | $9.06M | Buy |
132,924
+132,042
| +14,971% | +$9M | 0.03% | 195 |
|
|
2024
Q2 | $72.8K | Buy |
+882
| New | +$72.8K | ﹤0.01% | 414 |
|