Credit Suisse’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.58M | Buy |
45,621
+8,669
| +23% | +$681K | ﹤0.01% | 1486 |
|
|
2023
Q4 | $2.31M | Sell |
36,952
-6,281
| -15% | -$393K | ﹤0.01% | 1790 |
|
|
2023
Q3 | $2.24M | Sell |
43,233
-3,462
| -7% | -$180K | ﹤0.01% | 1748 |
|
|
2023
Q2 | $2.49M | Buy |
46,695
+4,957
| +12% | +$264K | ﹤0.01% | 1752 |
|
|
2023
Q1 | $2.07M | Buy |
41,738
+970
| +2% | +$48K | ﹤0.01% | 1834 |
|
|
2022
Q4 | $1.91M | Sell |
40,768
-1,321
| -3% | -$61.9K | ﹤0.01% | 1892 |
|
|
2022
Q3 | $1.8M | Buy |
42,089
+6,822
| +19% | +$292K | ﹤0.01% | 1909 |
|
|
2022
Q2 | $1.41M | Sell |
35,267
-2,682
| -7% | -$107K | ﹤0.01% | 2135 |
|
|
2022
Q1 | $1.59M | Buy |
37,949
+108
| +0.3% | +$4.53K | ﹤0.01% | 2217 |
|
|
2021
Q4 | $1.48M | Buy |
37,841
+3,567
| +10% | +$140K | ﹤0.01% | 2332 |
|
|
2021
Q3 | $1.11M | Buy |
34,274
+4,992
| +17% | +$161K | ﹤0.01% | 2510 |
|
|
2021
Q2 | $963K | Sell |
29,282
-7,744
| -21% | -$255K | ﹤0.01% | 2661 |
|
|
2021
Q1 | $1.21M | Sell |
37,026
-17,522
| -32% | -$572K | ﹤0.01% | 2471 |
|
|
2020
Q4 | $1.45M | Buy |
54,548
+24,822
| +84% | +$660K | ﹤0.01% | 2335 |
|
|
2020
Q3 | $680K | Sell |
29,726
-1,146
| -4% | -$26.2K | ﹤0.01% | 2504 |
|
|
2020
Q2 | $740K | Sell |
30,872
-53,300
| -63% | -$1.28M | ﹤0.01% | 2489 |
|
|
2020
Q1 | $1.76M | Buy |
84,172
+7,331
| +10% | +$153K | ﹤0.01% | 1729 |
|
|
2019
Q4 | $2.07M | Sell |
76,841
-9,518
| -11% | -$257K | ﹤0.01% | 2016 |
|
|
2019
Q3 | $2.03M | Sell |
86,359
-9,335
| -10% | -$219K | ﹤0.01% | 1915 |
|
|
2019
Q2 | $1.88M | Sell |
95,694
-8,393
| -8% | -$164K | ﹤0.01% | 1968 |
|
|
2019
Q1 | $2.11M | Buy |
104,087
+5,060
| +5% | +$102K | ﹤0.01% | 1860 |
|
|
2018
Q4 | $1.95M | Buy |
99,027
+24,345
| +33% | +$479K | ﹤0.01% | 1826 |
|
|
2018
Q3 | $1.77M | Buy |
74,682
+31
| +0% | +$735 | ﹤0.01% | 2030 |
|
|
2018
Q2 | $1.72M | Buy |
74,651
+23,873
| +47% | +$549K | ﹤0.01% | 2190 |
|
|
2018
Q1 | $926K | Buy |
50,778
+4,471
| +10% | +$81.5K | ﹤0.01% | 2623 |
|
|
2017
Q4 | $716K | Sell |
46,307
-16,863
| -27% | -$261K | ﹤0.01% | 2750 |
|
|
2017
Q3 | $1.03M | Buy |
63,170
+24,408
| +63% | +$397K | ﹤0.01% | 2622 |
|
|
2017
Q2 | $581K | Sell |
38,762
-21,038
| -35% | -$315K | ﹤0.01% | 2680 |
|
|
2017
Q1 | $811K | Buy |
59,800
+5,369
| +10% | +$72.8K | ﹤0.01% | 2665 |
|
|
2016
Q4 | $746K | Sell |
54,431
-13,154
| -19% | -$180K | ﹤0.01% | 2892 |
|
|
2016
Q3 | $757K | Buy |
67,585
+13,496
| +25% | +$151K | ﹤0.01% | 2852 |
|
|
2016
Q2 | $563K | Buy |
54,089
+9,920
| +22% | +$103K | ﹤0.01% | 3052 |
|
|
2016
Q1 | $445K | Buy |
44,169
+11,718
| +36% | +$118K | ﹤0.01% | 3019 |
|
|
2015
Q4 | $319K | Sell |
32,451
-23,240
| -42% | -$228K | ﹤0.01% | 3434 |
|
|
2015
Q3 | $546K | Sell |
55,691
-14,989
| -21% | -$147K | ﹤0.01% | 3140 |
|
|
2015
Q2 | $681K | Sell |
70,680
-2,673
| -4% | -$25.8K | ﹤0.01% | 3232 |
|
|
2015
Q1 | $685K | Buy |
73,353
+10,848
| +17% | +$101K | ﹤0.01% | 3046 |
|
|
2014
Q4 | $536K | Sell |
62,505
-4,685
| -7% | -$40.2K | ﹤0.01% | 3302 |
|
|
2014
Q3 | $529K | Sell |
67,190
-23,501
| -26% | -$185K | ﹤0.01% | 3222 |
|
|
2014
Q2 | $819K | Buy |
90,691
+16,994
| +23% | +$153K | ﹤0.01% | 3060 |
|
|
2014
Q1 | $675K | Sell |
73,697
-46,310
| -39% | -$424K | ﹤0.01% | 3124 |
|
|
2013
Q4 | $1.1M | Buy |
120,007
+47,005
| +64% | +$429K | ﹤0.01% | 2807 |
|
|
2013
Q3 | $543K | Buy |
73,002
+50,907
| +230% | +$379K | ﹤0.01% | 3039 |
|
|
2013
Q2 | $148K | Buy |
+22,095
| New | +$148K | ﹤0.01% | 3535 |
|