Blue Trust Inc’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22K | Hold |
31
| – | – | ﹤0.01% | 2122 |
|
|
2025
Q1 | $2.35K | Buy |
+31
| New | +$2.35K | ﹤0.01% | 2207 |
|
|
2024
Q4 | – | Sell |
-40
| Closed | -$2.96K | – | 2520 |
|
|
2024
Q3 | $2.96K | Buy |
+40
| New | +$2.96K | ﹤0.01% | 2506 |
|
|
2023
Q2 | – | Sell |
-95
| Closed | -$4K | – | 2067 |
|
|
2023
Q1 | $4K | Buy |
95
+64
| +206% | +$2.7K | ﹤0.01% | 1827 |
|
|
2022
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 2024 |
|
|
2022
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 1888 |
|
|
2022
Q2 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1751 |
|