Caprock Group’s CBIZ CBZ Stock Holding History

Caprock Group’s Portfolio CBZ Stock Details CBZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$643K	Buy
2025 Q1	$757K	Hold
2024 Q4	$816K	Buy
2024 Q3	$666K	Sell
2024 Q2	$734K	Buy
2024 Q1	$770K	Buy
2023 Q4	$614K	Sell
2023 Q3	$509K	Sell
2023 Q2	$523K	Hold
2023 Q1	$486K	Buy