Caprock Group’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $517K | Buy |
|
|||||
|
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 |
|