HighTower Advisors’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 | $2.28M | Sell |
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|
2025
Q1 | $2.41M | Buy |
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|
2024
Q4 | $2.6M | Buy |
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|
2024
Q3 | $2.14M | Buy |
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|
2024
Q2 | $2.36M | Sell |
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|
2024
Q1 | $2.89M | Buy |
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|
2023
Q4 | $956K | Buy |
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|
2023
Q3 | $789K | Buy |
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|
2023
Q2 | $755K | Sell |
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|
2023
Q1 | $704K | Sell |
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|
2022
Q4 | $705K | Buy |
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|
2022
Q3 | $357K | Hold |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $348K | Sell |
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|
2021
Q4 | $341K | Buy |
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|
2021
Q3 | $274K | Buy |
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|
2021
Q2 | $276K | Buy |
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|
2021
Q1 | $276K | Sell |
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|
2020
Q4 | $273K | Buy |
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|
2020
Q3 | $212K | Sell |
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|
2020
Q2 | $278K | Sell |
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|
2020
Q1 | $244K | Buy |
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|
2019
Q4 | $284K | Sell |
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|
2019
Q3 | $273K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $301K | Buy |
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