Inspire Investing’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Buy |
5,455
+924
| +20% | +$66.3K | 0.04% | 462 |
|
|
2025
Q1 | $344K | Sell |
4,531
-325
| -7% | -$24.7K | 0.04% | 553 |
|
|
2024
Q4 | $397K | Sell |
4,856
-1,302
| -21% | -$107K | 0.04% | 728 |
|
|
2024
Q3 | $414K | Buy |
6,158
+1,401
| +29% | +$94.3K | 0.04% | 429 |
|
|
2024
Q2 | $352K | Buy |
4,757
+190
| +4% | +$14.1K | 0.04% | 522 |
|
|
2024
Q1 | $359K | Sell |
4,567
-1,576
| -26% | -$124K | 0.04% | 584 |
|
|
2023
Q4 | $384K | Buy |
6,143
+196
| +3% | +$12.3K | 0.04% | 509 |
|
|
2023
Q3 | $309K | Buy |
5,947
+38
| +0.6% | +$1.97K | 0.04% | 452 |
|
|
2023
Q2 | $315K | Buy |
5,909
+401
| +7% | +$21.4K | 0.04% | 506 |
|
|
2023
Q1 | $273K | Buy |
5,508
+495
| +10% | +$24.5K | 0.03% | 652 |
|
|
2022
Q4 | $235K | Buy |
5,013
+157
| +3% | +$7.36K | 0.03% | 661 |
|
|
2022
Q3 | $208K | Buy |
+4,856
| New | +$208K | 0.03% | 381 |
|