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Callan Family Office’s CBIZ CBZ Stock Holding History

Callan Family Office’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.12M Buy
15,568
+3,145
+25% +$226K 0.04% 374
2025
Q1 		$942K Buy
12,423
+489
+4% +$37.1K 0.07% 223
2024
Q4 		$977K Buy
+11,934
New +$977K 0.06% 260