Carson Wealth (CWM LLC)’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $225K | Buy |
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|
2025
Q4 | $79K | Sell |
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|
2025
Q3 | $92K | Sell |
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|
2025
Q2 | $896K | Sell |
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|
2025
Q1 | $985K | Sell |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $1.38M | Sell |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.57M | Sell |
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|
2023
Q1 | $1.65M | Sell |
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|
2022
Q4 | $1.63M | Sell |
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|
2022
Q3 | $1.61M | Sell |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $2.13M | Buy |
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|
2021
Q2 | $2.03M | Hold |
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|
2021
Q1 | $2.03M | Hold |
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|
2020
Q4 | $2.03M | Hold |
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|
2020
Q3 | $2.03M | Hold |
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|
2020
Q2 | $2.03M | Hold |
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|
2020
Q1 | $2.03M | Hold |
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|
2019
Q4 | $2.03M | Hold |
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|
2019
Q3 | $2.03M | Hold |
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|
2019
Q2 | $2.03M | Hold |
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|
2019
Q1 | $2.03M | Buy |
|