J. Safra Asset 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 | $11.1K | Sell |
156
-61
| -28% | -$4.34K | ﹤0.01% | 248 |
|
|
2025
Q1 | $16.5K | Buy |
217
+13
| +6% | +$986 | ﹤0.01% | 211 |
|
|
2024
Q4 | $16.7K | Buy |
204
+57
| +39% | +$4.65K | ﹤0.01% | 262 |
|
|
2024
Q3 | $9.82K | Buy |
147
+131
| +819% | +$8.75K | ﹤0.01% | 243 |
|
|
2024
Q2 | $1.19K | Buy |
+16
| New | +$1.19K | ﹤0.01% | 233 |
|