Flaharty Asset Management’s CBIZ CBZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$250K Hold
2025
Q1
$265K Hold
2024
Q4
$286K Hold
2024
Q3
$235K Hold
2024
Q2
$259K Hold
2024
Q1
$274K Hold
2023
Q4
$219K Hold
2023
Q3
$181K Buy