Corient Private Wealth
CBZ icon

Corient Private Wealth’s CBIZ CBZ Stock Holding History

Corient Private Wealth’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$699K Buy
2025
Q1 		$708K Sell
2024
Q4 		$778K Buy
2024
Q3 		$631K Buy
2024
Q2 		$694K Sell
2024
Q1 		$808K Sell
2023
Q4 		$660K Buy
2023
Q3 		$446K Sell
2023
Q2 		$680K Sell
2023
Q1 		$634K Buy