Cerity Partners’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Sell |
11,023
-1,053
| -9% | -$75.5K | ﹤0.01% | 1626 |
|
|
2025
Q1 | $916K | Sell |
12,076
-1,401
| -10% | -$106K | ﹤0.01% | 1461 |
|
|
2024
Q4 | $907K | Sell |
13,477
-159
| -1% | -$10.7K | ﹤0.01% | 1468 |
|
|
2024
Q3 | $918K | Buy |
13,636
+2,861
| +27% | +$193K | ﹤0.01% | 1445 |
|
|
2024
Q2 | $798K | Sell |
10,775
-6,350
| -37% | -$471K | ﹤0.01% | 1324 |
|
|
2024
Q1 | $1.34M | Buy |
+17,125
| New | +$1.34M | ﹤0.01% | 1141 |
|