Country Club Bank’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 | $339K | Hold |
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|
2025
Q2 | $448K | Hold |
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|
2025
Q1 | $472K | Hold |
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|
2024
Q4 | $514K | Hold |
|
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|
2024
Q3 | $421K | Hold |
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|
2024
Q2 | $464K | Sell |
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|
2024
Q1 | $519K | Hold |
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|
2023
Q4 | $414K | Hold |
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|
2023
Q3 | $348K | Hold |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $565K | Hold |
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|
2022
Q4 | $540K | Sell |
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|
2022
Q3 | $506K | Hold |
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|
2022
Q2 | $459K | Sell |
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|
2022
Q1 | $517K | Buy |
|