Bell Investment Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789 | Hold |
11
| – | – | ﹤0.01% | 1660 |
|
|
2025
Q1 | $835 | Hold |
11
| – | – | ﹤0.01% | 1611 |
|
|
2024
Q4 | $901 | Hold |
11
| – | – | ﹤0.01% | 1616 |
|
|
2024
Q3 | $741 | Hold |
11
| – | – | ﹤0.01% | 1680 |
|
|
2024
Q2 | $816 | Hold |
11
| – | – | ﹤0.01% | 1662 |
|
|
2024
Q1 | $864 | Hold |
11
| – | – | ﹤0.01% | 1642 |
|
|
2023
Q4 | $689 | Hold |
11
| – | – | ﹤0.01% | 1706 |
|
|
2023
Q3 | $571 | Hold |
11
| – | – | ﹤0.01% | 1740 |
|
|
2023
Q2 | $587 | Hold |
11
| – | – | ﹤0.01% | 1766 |
|
|
2023
Q1 | $545 | Hold |
11
| – | – | ﹤0.01% | 1782 |
|
|
2022
Q4 | $515 | Hold |
11
| – | – | ﹤0.01% | 1816 |
|
|
2022
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1742 |
|