HMS Capital 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
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $502K | Sell |
|
|||||
|
2025
Q1 | $502K | Hold |
|
|||||
|
2024
Q4 | $579K | Sell |
|
|||||
|
2024
Q3 | $477K | Hold |
|
|||||
|
2024
Q2 | $525K | Hold |
|
|||||
|
2024
Q1 | $556K | Buy |
|
|||||
|
2023
Q4 | $440K | Sell |
|
|||||
|
2023
Q3 | $369K | Sell |
|
|||||
|
2023
Q2 | $389K | Buy |
|
|||||
|
2023
Q1 | $360K | Buy |
|
|||||
|
2022
Q4 | $325K | Buy |
|
|||||
|
2022
Q3 | $279K | Buy |
|