Kavar Capital Partners Group’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 | $213K | Sell |
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|
2025
Q2 | $294K | Hold |
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|
2025
Q1 | $311K | Hold |
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|
2024
Q4 | $336K | Sell |
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|
2024
Q3 | $288K | Hold |
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|
2024
Q2 | $318K | Hold |
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|
2024
Q1 | $336K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $262K | Hold |
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|
2022
Q3 | $239K | Hold |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $234K | Hold |
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|
2021
Q4 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Sell |
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|
2019
Q3 | $226K | Sell |
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|
2019
Q2 | $212K | Sell |
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|
2019
Q1 | $239K | Hold |
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|
2018
Q4 | $232K | Hold |
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|
2018
Q3 | $280K | Buy |
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|
2018
Q2 | $197K | Buy |
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|
2018
Q1 | $9K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $4K | Sell |
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|
2015
Q3 | $6K | Sell |
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|
2015
Q2 | $6K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $5K | Hold |
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|
2013
Q4 | $5K | Buy |
|