First Horizon Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8K | Hold |
387
| – | – | ﹤0.01% | 1290 |
|
|
2025
Q1 | $29.4K | Buy |
387
+54
| +16% | +$4.1K | ﹤0.01% | 1158 |
|
|
2024
Q4 | $27.2K | Buy |
333
+52
| +19% | +$4.26K | ﹤0.01% | 1213 |
|
|
2024
Q3 | $18.9K | Sell |
281
-8
| -3% | -$538 | ﹤0.01% | 1381 |
|
|
2024
Q2 | $21.4K | Sell |
289
-11
| -4% | -$815 | ﹤0.01% | 1249 |
|
|
2024
Q1 | $23.5K | Sell |
300
-59
| -16% | -$4.63K | ﹤0.01% | 1290 |
|
|
2023
Q4 | $22.5K | Buy |
359
+91
| +34% | +$5.7K | ﹤0.01% | 1294 |
|
|
2023
Q3 | $13.9K | Hold |
268
| – | – | ﹤0.01% | 1388 |
|
|
2023
Q2 | $14.3K | Hold |
268
| – | – | ﹤0.01% | 1405 |
|
|
2023
Q1 | $13.3K | Buy |
268
+191
| +248% | +$9.45K | ﹤0.01% | 1439 |
|
|
2022
Q4 | $3.61K | Buy |
+77
| New | +$3.61K | ﹤0.01% | 1886 |
|