CBIZ Investment Advisory Services’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $235K | Hold |
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|
2025
Q2 | $318K | Buy |
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|
2025
Q1 | $333K | Hold |
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|
2024
Q4 | $359K | Sell |
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|
2024
Q3 | $363K | Hold |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $428K | Sell |
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|
2023
Q4 | $429K | Sell |
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|
2023
Q3 | $365K | Hold |
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|
2023
Q2 | $374K | Sell |
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|
2023
Q1 | $434K | Buy |
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