DiNuzzo Private Wealth’s CBIZ CBZ Stock Holding History

DiNuzzo Private Wealth’s Portfolio CBZ Stock Details CBZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$323	Hold
2025 Q2	$359	Sell
2025 Q1	$456	Hold
2024 Q4	$491	Hold
2024 Q3	$404	Hold
2024 Q2	$445	Buy
2024 Q1	$393	Hold
2023 Q4	$313	Buy