Global Financial Private Client’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-411
| Closed | -$31.2K | – | 442 |
|
|
2025
Q1 | $31.2K | Buy |
411
+3
| +0.7% | +$228 | 0.01% | 387 |
|
|
2024
Q4 | $33.4K | Buy |
408
+2
| +0.5% | +$164 | 0.01% | 360 |
|
|
2024
Q3 | $27.3K | Hold |
406
| – | – | 0.01% | 387 |
|
|
2024
Q2 | $30.1K | Hold |
406
| – | – | 0.01% | 351 |
|
|
2024
Q1 | $31.6K | Hold |
406
| – | – | 0.01% | 348 |
|
|
2023
Q4 | $25.4K | Hold |
406
| – | – | 0.01% | 367 |
|
|
2023
Q3 | $20.8K | Hold |
406
| – | – | 0.01% | 371 |
|
|
2023
Q2 | $21.8K | Hold |
406
| – | – | 0.01% | 368 |
|
|
2023
Q1 | $20.2K | Hold |
406
| – | – | 0.01% | 373 |
|
|
2022
Q4 | $19K | Hold |
406
| – | – | 0.01% | 361 |
|
|
2022
Q3 | $18.2K | Hold |
406
| – | – | 0.01% | 361 |
|
|
2022
Q2 | $16.5K | Hold |
406
| – | – | 0.01% | 357 |
|
|
2022
Q1 | $17.1K | Hold |
406
| – | – | 0.01% | 360 |
|
|
2021
Q4 | $15.9K | Hold |
406
| – | – | 0.01% | 356 |
|
|
2021
Q3 | $13.4K | Hold |
406
| – | – | 0.01% | 323 |
|
|
2021
Q2 | $13.5K | Hold |
406
| – | – | 0.01% | 330 |
|
|
2021
Q1 | $13.4K | Buy |
+406
| New | +$13.4K | 0.01% | 295 |
|