Blue Trust Inc’s CBIZ CBZ Stock Holding History

Blue Trust Inc’s Portfolio CBZ Stock Details CBZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.64K	Hold
2025 Q2	$2.22K	Hold
2025 Q1	$2.35K	Buy
2024 Q4	–	Sell
2024 Q3	$2.96K	Buy
2023 Q2	–	Sell
2023 Q1	$4K	Buy
2022 Q4	$1K	Hold
2022 Q3	$1K	Hold
2022 Q2	$1K	Buy