Kavar Capital Partners Group’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Hold |
4,105
| – | – | 0.04% | 156 |
|
|
2025
Q1 | $311K | Hold |
4,105
| – | – | 0.05% | 136 |
|
|
2024
Q4 | $336K | Sell |
4,105
-180
| -4% | -$14.7K | 0.06% | 134 |
|
|
2024
Q3 | $288K | Hold |
4,285
| – | – | 0.05% | 147 |
|
|
2024
Q2 | $318K | Hold |
4,285
| – | – | 0.06% | 129 |
|
|
2024
Q1 | $336K | Buy |
+4,285
| New | +$336K | 0.06% | 126 |
|
|
2023
Q1 | – | Sell |
-5,585
| Closed | -$262K | – | 165 |
|
|
2022
Q4 | $262K | Hold |
5,585
| – | – | 0.06% | 124 |
|
|
2022
Q3 | $239K | Hold |
5,585
| – | – | 0.06% | 129 |
|
|
2022
Q2 | $223K | Hold |
5,585
| – | – | 0.05% | 152 |
|
|
2022
Q1 | $234K | Hold |
5,585
| – | – | 0.05% | 136 |
|
|
2021
Q4 | $218K | Buy |
+5,585
| New | +$218K | 0.05% | 155 |
|
|
2020
Q1 | – | Sell |
-7,604
| Closed | -$205K | – | 123 |
|
|
2019
Q4 | $205K | Sell |
7,604
-2,000
| -21% | -$53.9K | 0.08% | 126 |
|
|
2019
Q3 | $226K | Sell |
9,604
-1,194
| -11% | -$28.1K | 0.09% | 122 |
|
|
2019
Q2 | $212K | Sell |
10,798
-1,000
| -8% | -$19.6K | 0.08% | 119 |
|
|
2019
Q1 | $239K | Hold |
11,798
| – | – | 0.11% | 113 |
|
|
2018
Q4 | $232K | Hold |
11,798
| – | – | 0.13% | 97 |
|
|
2018
Q3 | $280K | Buy |
11,798
+3,251
| +38% | +$77.2K | 0.14% | 88 |
|
|
2018
Q2 | $197K | Buy |
8,547
+8,047
| +1,609% | +$185K | 0.1% | 106 |
|
|
2018
Q1 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 325 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$4K | – | 135 |
|
|
2015
Q4 | $4K | Sell |
500
-113
| -18% | -$904 | ﹤0.01% | 313 |
|
|
2015
Q3 | $6K | Sell |
613
-20
| -3% | -$196 | ﹤0.01% | 300 |
|
|
2015
Q2 | $6K | Buy |
+633
| New | +$6K | ﹤0.01% | 320 |
|
|
2014
Q2 | – | Sell |
-592
| Closed | -$5K | – | 169 |
|
|
2014
Q1 | $5K | Hold |
592
| – | – | ﹤0.01% | 343 |
|
|
2013
Q4 | $5K | Buy |
+592
| New | +$5K | ﹤0.01% | 327 |
|