CIAS
V icon

CBIZ Investment Advisory Services’s Visa V Stock Holding History

CBIZ Investment Advisory Services’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.8K Sell
92
-262
-74% -$84.2K ﹤0.01% 113
2025
Q4 		$124K Sell
354
-48
-12% -$16.4K ﹤0.01% 76
2025
Q3 		$137K Buy
402
+22
+6% +$7.61K 0.01% 64
2025
Q2 		$135K Buy
380
+97
+34% +$33.8K 0.01% 59
2025
Q1 		$99.2K Buy
283
+174
+160% +$58.9K ﹤0.01% 79
2024
Q4 		$34.5K Buy
109
+9
+9% +$2.71K ﹤0.01% 141
2024
Q3 		$27.5K Hold
100
– – ﹤0.01% 150
2024
Q2 		$26.3K Hold
100
– – ﹤0.01% 137
2024
Q1 		$28K Buy
+100
New +$27.6K ﹤0.01% 130
2020
Q1 		– Hold
0
– – – 88

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