HMS Capital 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 | $502K | Sell |
7,000
-78
| -1% | -$5.59K | 0.23% | 73 |
|
|
2025
Q1 | $502K | Hold |
7,078
| – | – | 0.28% | 65 |
|
|
2024
Q4 | $579K | Sell |
7,078
-9
| -0.1% | -$736 | 0.28% | 63 |
|
|
2024
Q3 | $477K | Hold |
7,087
| – | – | 0.23% | 72 |
|
|
2024
Q2 | $525K | Hold |
7,087
| – | – | 0.27% | 63 |
|
|
2024
Q1 | $556K | Buy |
7,087
+53
| +0.8% | +$4.16K | 0.31% | 64 |
|
|
2023
Q4 | $440K | Sell |
7,034
-83
| -1% | -$5.2K | 0.27% | 69 |
|
|
2023
Q3 | $369K | Sell |
7,117
-175
| -2% | -$9.08K | 0.24% | 68 |
|
|
2023
Q2 | $389K | Buy |
7,292
+16
| +0.2% | +$852 | 0.24% | 79 |
|
|
2023
Q1 | $360K | Buy |
7,276
+345
| +5% | +$17.1K | 0.23% | 77 |
|
|
2022
Q4 | $325K | Buy |
6,931
+417
| +6% | +$19.5K | 0.19% | 77 |
|
|
2022
Q3 | $279K | Buy |
+6,514
| New | +$279K | 0.17% | 96 |
|