Creative Planning’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $691K | Buy |
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|
2023
Q3 | $549K | Buy |
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|
2023
Q2 | $521K | Buy |
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|
2023
Q1 | $448K | Buy |
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|
2022
Q4 | $279K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $49K | Hold |
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|
2017
Q1 | $44K | Sell |
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|
2016
Q4 | $65K | Buy |
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|
2016
Q3 | $36K | Buy |
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|
2016
Q2 | $9K | Hold |
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|
2016
Q1 | $8K | Hold |
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|
2015
Q4 | $8K | Hold |
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|
2015
Q3 | $8K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $30K | Buy |
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|
2014
Q4 | $20K | Sell |
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|
2014
Q3 | $27K | Buy |
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|
2014
Q2 | $19K | Hold |
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|
2014
Q1 | $20K | Buy |
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|
2013
Q4 | $12K | Buy |
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|
2013
Q3 | $5K | Sell |
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|
2013
Q2 | $5K | Buy |
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