CBIZ Investment Advisory Services’s Block Inc XYZ Stock Holding History

CBIZ Investment Advisory Services’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.56K	Sell
2025 Q1	$4.51K	Sell
2024 Q4	$19K	Sell
2024 Q3	$29.1K	Buy
2024 Q2	$13.2K	Buy
2024 Q1	$10.2K	Buy