Commonwealth Equity Services’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 | $973K | Sell |
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|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.42M | Hold |
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|
2024
Q4 | $1.54M | Sell |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.48M | Sell |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $974K | Buy |
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|
2023
Q2 | $998K | Hold |
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|
2023
Q1 | $927 | Hold |
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|
2022
Q4 | $877K | Sell |
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|
2022
Q3 | $907K | Sell |
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|
2022
Q2 | $850K | Buy |
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|
2022
Q1 | $892K | Hold |
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|
2021
Q4 | $831K | Hold |
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|
2021
Q3 | $687K | Sell |
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|
2021
Q2 | $736K | Buy |
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|
2021
Q1 | $721K | Sell |
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|
2020
Q4 | $600K | Hold |
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|
2020
Q3 | $516K | Sell |
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|
2020
Q2 | $553K | Sell |
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|
2020
Q1 | $497K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $876K | Buy |
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|
2016
Q3 | $656K | Hold |
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|
2016
Q2 | $611K | Sell |
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|
2016
Q1 | $622K | Hold |
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|
2015
Q4 | $608K | Buy |
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|
2015
Q3 | $601K | Sell |
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|
2015
Q2 | $638K | Sell |
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|
2015
Q1 | $664K | Sell |
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|
2014
Q4 | $652K | Buy |
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