Empowered Funds’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33M | Buy |
60,315
+20,046
| +50% | +$1.44M | 0.05% | 485 |
|
|
2025
Q1 | $3.05M | Sell |
40,269
-1,191
| -3% | -$90.3K | 0.04% | 542 |
|
|
2024
Q4 | $3.39M | Buy |
41,460
+9,667
| +30% | +$791K | 0.05% | 503 |
|
|
2024
Q3 | $2.14M | Buy |
31,793
+6,206
| +24% | +$418K | 0.03% | 652 |
|
|
2024
Q2 | $1.9M | Buy |
25,587
+12,060
| +89% | +$894K | 0.03% | 628 |
|
|
2024
Q1 | $1.06M | Buy |
13,527
+1,349
| +11% | +$106K | 0.02% | 849 |
|
|
2023
Q4 | $762K | Buy |
12,178
+2,125
| +21% | +$133K | 0.02% | 875 |
|
|
2023
Q3 | $522K | Buy |
10,053
+525
| +6% | +$27.2K | 0.02% | 911 |
|
|
2023
Q2 | $508K | Buy |
9,528
+545
| +6% | +$29K | 0.02% | 817 |
|
|
2023
Q1 | $445K | Buy |
8,983
+258
| +3% | +$12.8K | 0.03% | 413 |
|
|
2022
Q4 | $409K | Buy |
8,725
+879
| +11% | +$41.2K | 0.03% | 189 |
|
|
2022
Q3 | $336K | Buy |
+7,846
| New | +$336K | 0.03% | 285 |
|