Johnson Financial Group Inc (Wisconsin)’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-82
| Closed | -$7.04K | – | 869 |
|
|
2024
Q4 | $7.04K | Sell |
82
-1,026
| -93% | -$88K | ﹤0.01% | 679 |
|
|
2024
Q3 | $74.6K | Buy |
1,108
+103
| +10% | +$6.93K | ﹤0.01% | 477 |
|
|
2024
Q2 | $74.5K | Buy |
+1,005
| New | +$74.5K | ﹤0.01% | 410 |
|
|
2024
Q1 | – | Sell |
-1,005
| Closed | -$62.9K | – | 809 |
|
|
2023
Q4 | $62.9K | Buy |
+1,005
| New | +$62.9K | ﹤0.01% | 427 |
|