Creative Planning’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
22,655
-1,626
| -7% | -$117K | ﹤0.01% | 1476 |
|
|
2025
Q1 | $1.84M | Sell |
24,281
-224
| -0.9% | -$17K | ﹤0.01% | 1221 |
|
|
2024
Q4 | $2.01M | Buy |
24,505
+6,943
| +40% | +$568K | ﹤0.01% | 1131 |
|
|
2024
Q3 | $1.18M | Buy |
17,562
+1,630
| +10% | +$110K | ﹤0.01% | 1399 |
|
|
2024
Q2 | $1.18M | Buy |
15,932
+1,012
| +7% | +$75K | ﹤0.01% | 1284 |
|
|
2024
Q1 | $1.17M | Buy |
14,920
+3,881
| +35% | +$305K | ﹤0.01% | 1228 |
|
|
2023
Q4 | $691K | Buy |
11,039
+454
| +4% | +$28.4K | ﹤0.01% | 1475 |
|
|
2023
Q3 | $549K | Buy |
10,585
+806
| +8% | +$41.8K | ﹤0.01% | 1501 |
|
|
2023
Q2 | $521K | Buy |
9,779
+726
| +8% | +$38.7K | ﹤0.01% | 1518 |
|
|
2023
Q1 | $448K | Buy |
9,053
+3,096
| +52% | +$153K | ﹤0.01% | 1527 |
|
|
2022
Q4 | $279K | Buy |
+5,957
| New | +$279K | ﹤0.01% | 1761 |
|
|
2017
Q3 | – | Sell |
-3,250
| Closed | -$49K | – | 2118 |
|
|
2017
Q2 | $49K | Hold |
3,250
| – | – | ﹤0.01% | 2505 |
|
|
2017
Q1 | $44K | Sell |
3,250
-1,500
| -32% | -$20.3K | ﹤0.01% | 2547 |
|
|
2016
Q4 | $65K | Buy |
4,750
+1,500
| +46% | +$20.5K | ﹤0.01% | 2165 |
|
|
2016
Q3 | $36K | Buy |
3,250
+2,410
| +287% | +$26.7K | ﹤0.01% | 2592 |
|
|
2016
Q2 | $9K | Hold |
840
| – | – | ﹤0.01% | 3252 |
|
|
2016
Q1 | $8K | Hold |
840
| – | – | ﹤0.01% | 3283 |
|
|
2015
Q4 | $8K | Hold |
840
| – | – | ﹤0.01% | 3351 |
|
|
2015
Q3 | $8K | Buy |
+840
| New | +$8K | ﹤0.01% | 3288 |
|
|
2015
Q2 | – | Sell |
-3,172
| Closed | -$30K | – | 1332 |
|
|
2015
Q1 | $30K | Buy |
3,172
+800
| +34% | +$7.57K | ﹤0.01% | 2376 |
|
|
2014
Q4 | $20K | Sell |
2,372
-1,000
| -30% | -$8.43K | ﹤0.01% | 2615 |
|
|
2014
Q3 | $27K | Buy |
3,372
+1,232
| +58% | +$9.87K | ﹤0.01% | 2292 |
|
|
2014
Q2 | $19K | Hold |
2,140
| – | – | ﹤0.01% | 2476 |
|
|
2014
Q1 | $20K | Buy |
2,140
+800
| +60% | +$7.48K | ﹤0.01% | 2338 |
|
|
2013
Q4 | $12K | Buy |
1,340
+700
| +109% | +$6.27K | ﹤0.01% | 2459 |
|
|
2013
Q3 | $5K | Sell |
640
-100
| -14% | -$781 | ﹤0.01% | 2714 |
|
|
2013
Q2 | $5K | Buy |
+740
| New | +$5K | ﹤0.01% | 2531 |
|