Bell Investment Advisors’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 | $789 | Hold |
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|
2025
Q1 | $835 | Hold |
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|
2024
Q4 | $901 | Hold |
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|
2024
Q3 | $741 | Hold |
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|
2024
Q2 | $816 | Hold |
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|
2024
Q1 | $864 | Hold |
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|
2023
Q4 | $689 | Hold |
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|
2023
Q3 | $571 | Hold |
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|
2023
Q2 | $587 | Hold |
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|
2023
Q1 | $545 | Hold |
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|
2022
Q4 | $515 | Hold |
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|
2022
Q3 | $0 | Buy |
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