BloombergSen’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.3M | Buy |
1,119,362
+96,982
| +9% | +$6.95M | 4.92% | 9 |
|
|
2025
Q1 | $77.6M | Sell |
1,022,380
-17,952
| -2% | -$1.36M | 4.81% | 9 |
|
|
2024
Q4 | $85.1M | Hold |
1,040,332
| – | – | 5.18% | 9 |
|
|
2024
Q3 | $70M | Hold |
1,040,332
| – | – | 4.03% | 9 |
|
|
2024
Q2 | $77.1M | Sell |
1,040,332
-27,444
| -3% | -$2.03M | 4.85% | 7 |
|
|
2024
Q1 | $83.8M | Sell |
1,067,776
-21,175
| -2% | -$1.66M | 4.86% | 7 |
|
|
2023
Q4 | $68.2M | Buy |
1,088,951
+60,838
| +6% | +$3.81M | 4.29% | 10 |
|
|
2023
Q3 | $53.4M | Buy |
1,028,113
+148,774
| +17% | +$7.72M | 3.64% | 12 |
|
|
2023
Q2 | $46.9M | Buy |
879,339
+7,912
| +0.9% | +$422K | 3.22% | 12 |
|
|
2023
Q1 | $43.1M | Buy |
871,427
+237,983
| +38% | +$11.8M | 2.96% | 14 |
|
|
2022
Q4 | $29.7M | Sell |
633,444
-34,002
| -5% | -$1.59M | 1.96% | 15 |
|
|
2022
Q3 | $28.6M | Sell |
667,446
-50,972
| -7% | -$2.18M | 1.97% | 14 |
|
|
2022
Q2 | $28.7M | Buy |
718,418
+233,909
| +48% | +$9.35M | 1.77% | 16 |
|
|
2022
Q1 | $20.3M | Buy |
+484,509
| New | +$20.3M | 1.09% | 19 |
|