Corient Private Wealth’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Buy |
9,747
+408
| +4% | +$29.1K | ﹤0.01% | 1613 |
|
|
2025
Q1 | $708K | Sell |
9,339
-171
| -2% | -$13K | ﹤0.01% | 1431 |
|
|
2024
Q4 | $778K | Buy |
9,510
+128
| +1% | +$10.5K | ﹤0.01% | 1424 |
|
|
2024
Q3 | $631K | Buy |
9,382
+21
| +0.2% | +$1.41K | ﹤0.01% | 1592 |
|
|
2024
Q2 | $694K | Sell |
9,361
-932
| -9% | -$69.1K | ﹤0.01% | 1474 |
|
|
2024
Q1 | $808K | Sell |
10,293
-257
| -2% | -$20.2K | ﹤0.01% | 1386 |
|
|
2023
Q4 | $660K | Buy |
10,550
+1,962
| +23% | +$123K | ﹤0.01% | 1460 |
|
|
2023
Q3 | $446K | Sell |
8,588
-4,181
| -33% | -$217K | ﹤0.01% | 1551 |
|
|
2023
Q2 | $680K | Sell |
12,769
-33
| -0.3% | -$1.76K | ﹤0.01% | 1300 |
|
|
2023
Q1 | $634K | Buy |
+12,802
| New | +$634K | ﹤0.01% | 1276 |
|