Dodds Wealth’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Hold |
8,742
| – | – | 0.17% | 33 |
|
|
2025
Q1 | $663K | Hold |
8,742
| – | – | 0.22% | 34 |
|
|
2024
Q4 | $741K | Hold |
8,742
| – | – | 0.24% | 32 |
|
|
2024
Q3 | $558K | Hold |
8,742
| – | – | 0.19% | 35 |
|
|
2024
Q2 | $646K | Hold |
8,742
| – | – | 0.25% | 31 |
|
|
2024
Q1 | $686K | Hold |
8,742
| – | – | 0.28% | 28 |
|
|
2023
Q4 | $547K | Buy |
+8,742
| New | +$547K | 0.28% | 30 |
|