Burton Enright Welch’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $390K | Sell |
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|
2024
Q3 | $356K | Hold |
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|
2024
Q2 | $392K | Hold |
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|
2024
Q1 | $415K | Sell |
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.11M | Hold |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $2.61M | Buy |
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|
2022
Q4 | $2.2M | Buy |
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|
2022
Q3 | $1.78M | Hold |
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|
2022
Q2 | $1.66M | Buy |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.23M | Buy |
|