Burgundy Asset Management’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 | $166M | Buy |
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|
2025
Q1 | $168M | Buy |
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|
2024
Q4 | $170M | Buy |
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|
2024
Q3 | $138M | Sell |
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|
2024
Q2 | $165M | Buy |
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|
2024
Q1 | $171M | Buy |
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|
2023
Q4 | $135M | Buy |
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|
2023
Q3 | $106M | Buy |
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|
2023
Q2 | $100M | Buy |
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|
2023
Q1 | $89.5M | Buy |
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|
2022
Q4 | $84.2M | Sell |
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|
2022
Q3 | $77.2M | Sell |
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|
2022
Q2 | $78.9M | Buy |
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|
2022
Q1 | $80M | Buy |
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|
2021
Q4 | $73.6M | Buy |
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|
2021
Q3 | $60.4M | Sell |
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|
2021
Q2 | $61.8M | Sell |
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|
2021
Q1 | $62.4M | Sell |
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|
2020
Q4 | $50.9M | Buy |
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|
2020
Q3 | $41.7M | Buy |
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|
2020
Q2 | $41.2M | Buy |
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|
2020
Q1 | $35.4M | Sell |
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|
2019
Q4 | $63.7M | Sell |
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|
2019
Q3 | $59.3M | Sell |
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|
2019
Q2 | $64.3M | Sell |
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|
2019
Q1 | $67M | Sell |
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|
2018
Q4 | $73.8M | Sell |
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|
2018
Q3 | $101M | Sell |
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|
2018
Q2 | $107M | Sell |
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|
2018
Q1 | $90.2M | Buy |
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|
2017
Q4 | $75.7M | Buy |
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|
2017
Q3 | $77.9M | Sell |
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|
2017
Q2 | $74.2M | Sell |
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|
2017
Q1 | $67.7M | Sell |
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|
2016
Q4 | $75.9M | Buy |
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|
2016
Q3 | $60.7M | Buy |
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|
2016
Q2 | $56.3M | Buy |
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|
2016
Q1 | $48.6M | Sell |
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|
2015
Q4 | $50.6M | Sell |
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|
2015
Q3 | $50.5M | Buy |
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|
2015
Q2 | $45.5M | Sell |
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|
2015
Q1 | $44.5M | Sell |
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|
2014
Q4 | $41M | Buy |
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|
2014
Q3 | $36.8M | Sell |
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|
2014
Q2 | $43.9M | Sell |
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|
2014
Q1 | $45.2M | Buy |
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|
2013
Q4 | $44.8M | Sell |
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|
2013
Q3 | $37.5M | Buy |
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|
2013
Q2 | $6.75M | Buy |
|