Chicago Wealth Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Hold |
14,000
| – | – | 0.48% | 26 |
|
|
2025
Q1 | $1.06M | Hold |
14,000
| – | – | 0.56% | 25 |
|
|
2024
Q4 | $1.15M | Hold |
14,000
| – | – | 0.6% | 27 |
|
|
2024
Q3 | $942K | Hold |
14,000
| – | – | 0.5% | 29 |
|
|
2024
Q2 | $1.04M | Hold |
14,000
| – | – | 0.6% | 26 |
|
|
2024
Q1 | $1.1M | Sell |
14,000
-3,000
| -18% | -$236K | 0.65% | 26 |
|
|
2023
Q4 | $1.06M | Hold |
17,000
| – | – | 0.73% | 22 |
|
|
2023
Q3 | $882K | Hold |
17,000
| – | – | 0.7% | 22 |
|
|
2023
Q2 | $906K | Sell |
17,000
-5,000
| -23% | -$266K | 0.69% | 21 |
|
|
2023
Q1 | $1.09M | Hold |
22,000
| – | – | 0.87% | 20 |
|
|
2022
Q4 | $1.03M | Hold |
22,000
| – | – | 0.89% | 17 |
|
|
2022
Q3 | $941K | Hold |
22,000
| – | – | 0.9% | 16 |
|
|
2022
Q2 | $879K | Hold |
22,000
| – | – | 0.79% | 15 |
|
|
2022
Q1 | $923K | Sell |
22,000
-5,000
| -19% | -$210K | 0.62% | 26 |
|
|
2021
Q4 | $1.06M | Hold |
27,000
| – | – | 0.71% | 24 |
|
|
2021
Q3 | $873K | Hold |
27,000
| – | – | 0.64% | 23 |
|
|
2021
Q2 | $885K | Hold |
27,000
| – | – | 0.64% | 23 |
|
|
2021
Q1 | $882K | Sell |
27,000
-8,817
| -25% | -$288K | 0.7% | 22 |
|
|
2020
Q4 | $953K | Sell |
35,817
-1,000
| -3% | -$26.6K | 0.88% | 17 |
|
|
2020
Q3 | $842K | Hold |
36,817
| – | – | 0.95% | 18 |
|
|
2020
Q2 | $883K | Hold |
36,817
| – | – | 1.08% | 17 |
|
|
2020
Q1 | $770K | Hold |
36,817
| – | – | 0.91% | 6 |
|
|
2019
Q4 | $993K | Buy |
+36,817
| New | +$993K | 0.96% | 19 |
|