Chicago Wealth Management’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 | $741K | Hold |
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|
2025
Q2 | $1M | Hold |
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|
2025
Q1 | $1.06M | Hold |
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|
2024
Q4 | $1.15M | Hold |
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|
2024
Q3 | $942K | Hold |
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|
2024
Q2 | $1.04M | Hold |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.06M | Hold |
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|
2023
Q3 | $882K | Hold |
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|
2023
Q2 | $906K | Sell |
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|
2023
Q1 | $1.09M | Hold |
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|
2022
Q4 | $1.03M | Hold |
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|
2022
Q3 | $941K | Hold |
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|
2022
Q2 | $879K | Hold |
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|
2022
Q1 | $923K | Sell |
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|
2021
Q4 | $1.06M | Hold |
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|
2021
Q3 | $873K | Hold |
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|
2021
Q2 | $885K | Hold |
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|
2021
Q1 | $882K | Sell |
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|
2020
Q4 | $953K | Sell |
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|
2020
Q3 | $842K | Hold |
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|
2020
Q2 | $883K | Hold |
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|
2020
Q1 | $770K | Hold |
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|
2019
Q4 | $993K | Buy |
|