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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $560K | Buy |
20,862
+1,897
| +10% | +$66.9K | ﹤0.01% | 3115 |
|
|
2025
Q4 | $957K | Buy |
18,965
+589
| +3% | +$31K | ﹤0.01% | 2609 |
|
|
2025
Q3 | $973K | Sell |
18,376
-452
| -2% | -$29.2K | ﹤0.01% | 2608 |
|
|
2025
Q2 | $1.35M | Buy |
18,828
+52
| +0.3% | +$3.76K | ﹤0.01% | 2331 |
|
|
2025
Q1 | $1.42M | Hold |
18,776
| – | – | ﹤0.01% | 2185 |
|
|
2024
Q4 | $1.54M | Sell |
18,776
-150
| -0.8% | -$11.2K | ﹤0.01% | 2058 |
|
|
2024
Q3 | $1.27M | Buy |
18,926
+59
| +0.3% | +$4.29K | ﹤0.01% | 2157 |
|
|
2024
Q2 | $1.4M | Sell |
18,867
-27
| -0.1% | -$2.04K | ﹤0.01% | 2035 |
|
|
2024
Q1 | $1.48M | Sell |
18,894
-26
| -0.1% | -$1.81K | ﹤0.01% | 1976 |
|
|
2023
Q4 | $1.18M | Buy |
18,920
+153
| +0.8% | +$8.64K | ﹤0.01% | 2058 |
|
|
2023
Q3 | $974K | Buy |
18,767
+30
| +0.2% | +$1.62K | ﹤0.01% | 2089 |
|
|
2023
Q2 | $998K | Hold |
18,737
| – | – | ﹤0.01% | 2098 |
|
|
2023
Q1 | $927 | Hold |
18,737
| – | – | ﹤0.01% | 2095 |
|
|
2022
Q4 | $877K | Sell |
18,737
-2,470
| -12% | -$117K | ﹤0.01% | 2049 |
|
|
2022
Q3 | $907K | Sell |
21,207
-74
| -0.3% | -$3.24K | ﹤0.01% | 1973 |
|
|
2022
Q2 | $850K | Buy |
21,281
+26
| +0.1% | +$1.05K | ﹤0.01% | 2026 |
|
|
2022
Q1 | $892K | Hold |
21,255
| – | – | ﹤0.01% | 2085 |
|
|
2021
Q4 | $831K | Hold |
21,255
| – | – | ﹤0.01% | 2122 |
|
|
2021
Q3 | $687K | Sell |
21,255
-1,220
| -5% | -$39.7K | ﹤0.01% | 2228 |
|
|
2021
Q2 | $736K | Buy |
22,475
+394
| +2% | +$13.2K | ﹤0.01% | 2159 |
|
|
2021
Q1 | $721K | Sell |
22,081
-492
| -2% | -$14.5K | ﹤0.01% | 2047 |
|
|
2020
Q4 | $600K | Hold |
22,573
| – | – | ﹤0.01% | 2026 |
|
|
2020
Q3 | $516K | Sell |
22,573
-500
| -2% | -$11.9K | ﹤0.01% | 1938 |
|
|
2020
Q2 | $553K | Sell |
23,073
-709
| -3% | -$16.1K | ﹤0.01% | 1809 |
|
|
2020
Q1 | $497K | Buy |
+23,782
| New | +$605K | ﹤0.01% | 1695 |
|
|
2017
Q1 | – | Sell |
-63,934
| Closed | -$876K | – | 2424 |
|
|
2016
Q4 | $876K | Buy |
63,934
+5,286
| +9% | +$64.1K | 0.01% | 1095 |
|
|
2016
Q3 | $656K | Hold |
58,648
| – | – | 0.01% | 1221 |
|
|
2016
Q2 | $611K | Sell |
58,648
-3,000
| -5% | -$30.9K | 0.01% | 1232 |
|
|
2016
Q1 | $622K | Hold |
61,648
| – | – | 0.01% | 1199 |
|
|
2015
Q4 | $608K | Buy |
61,648
+480
| +0.8% | +$5.08K | 0.01% | 1175 |
|
|
2015
Q3 | $601K | Sell |
61,168
-5,000
| -8% | -$48.8K | 0.01% | 1150 |
|
|
2015
Q2 | $638K | Sell |
66,168
-5,000
| -7% | -$46.7K | 0.01% | 1201 |
|
|
2015
Q1 | $664K | Sell |
71,168
-5,000
| -7% | -$43.7K | 0.01% | 1170 |
|
|
2014
Q4 | $652K | Buy |
+76,168
| New | +$657K | 0.01% | 1119 |
|
Other funds holding CBZ
2C
VCM
VPM
