Cynosure Group’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Hold |
9,729
| – | – | 0.08% | 131 |
|
|
2025
Q1 | $738K | Buy |
9,729
+2,243
| +30% | +$170K | 0.1% | 96 |
|
|
2024
Q4 | $613K | Sell |
7,486
-8,547
| -53% | -$699K | 0.09% | 106 |
|
|
2024
Q3 | $1.08M | Buy |
16,033
+11,080
| +224% | +$746K | 0.16% | 66 |
|
|
2024
Q2 | $367K | Buy |
4,953
+918
| +23% | +$68K | 0.06% | 300 |
|
|
2024
Q1 | $317K | Buy |
+4,035
| New | +$317K | 0.06% | 258 |
|