CBIZ Investment Advisory Services’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
4,438
+49
| +1% | +$3.51K | 0.01% | 40 |
|
|
2025
Q1 | $333K | Hold |
4,389
| – | – | 0.02% | 40 |
|
|
2024
Q4 | $359K | Sell |
4,389
-1,000
| -19% | -$81.8K | 0.02% | 39 |
|
|
2024
Q3 | $363K | Hold |
5,389
| – | – | 0.02% | 37 |
|
|
2024
Q2 | $399K | Sell |
5,389
-65
| -1% | -$4.82K | 0.02% | 32 |
|
|
2024
Q1 | $428K | Sell |
5,454
-1,400
| -20% | -$110K | 0.03% | 32 |
|
|
2023
Q4 | $429K | Sell |
6,854
-170
| -2% | -$10.6K | 0.03% | 31 |
|
|
2023
Q3 | $365K | Hold |
7,024
| – | – | 0.03% | 22 |
|
|
2023
Q2 | $374K | Sell |
7,024
-1,755
| -20% | -$93.5K | 0.03% | 24 |
|
|
2023
Q1 | $434K | Buy |
+8,779
| New | +$434K | 0.04% | 24 |
|