Flaharty Asset Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
3,492
| – | – | 0.05% | 74 |
|
|
2025
Q1 | $265K | Hold |
3,492
| – | – | 0.04% | 97 |
|
|
2024
Q4 | $286K | Hold |
3,492
| – | – | 0.04% | 98 |
|
|
2024
Q3 | $235K | Hold |
3,492
| – | – | 0.03% | 107 |
|
|
2024
Q2 | $259K | Hold |
3,492
| – | – | 0.04% | 102 |
|
|
2024
Q1 | $274K | Hold |
3,492
| – | – | 0.04% | 92 |
|
|
2023
Q4 | $219K | Hold |
3,492
| – | – | 0.03% | 108 |
|
|
2023
Q3 | $181K | Buy |
+3,492
| New | +$181K | 0.03% | 118 |
|