Laurus Investment Counsel’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Sell |
7,820
-6,200
| -44% | -$445K | 0.37% | 37 |
|
|
2025
Q1 | $1.06M | Sell |
14,020
-14,870
| -51% | -$1.13M | 0.71% | 28 |
|
|
2024
Q4 | $2.36M | Hold |
28,890
| – | – | 1.22% | 22 |
|
|
2024
Q3 | $2.63M | Sell |
28,890
-27,710
| -49% | -$2.52M | 1.02% | 24 |
|
|
2024
Q2 | $5.74M | Hold |
56,600
| – | – | 2.37% | 12 |
|
|
2024
Q1 | $6.02M | Hold |
56,600
| – | – | 2.11% | 15 |
|
|
2023
Q4 | $4.7M | Sell |
56,600
-2,600
| -4% | -$216K | 1.7% | 17 |
|
|
2023
Q3 | $4.14M | Hold |
59,200
| – | – | 1.74% | 15 |
|
|
2023
Q2 | $4.18M | Buy |
59,200
+3,930
| +7% | +$277K | 1.5% | 16 |
|
|
2023
Q1 | $3.7M | Buy |
55,270
+2,340
| +4% | +$157K | 1.32% | 17 |
|
|
2022
Q4 | $3.36M | Buy |
52,930
+26,840
| +103% | +$1.7M | 1.25% | 18 |
|
|
2022
Q3 | $1.53M | Hold |
26,090
| – | – | 0.56% | 29 |
|
|
2022
Q2 | $1.04M | Sell |
26,090
-13,280
| -34% | -$531K | 0.5% | 31 |
|
|
2022
Q1 | $1.65M | Hold |
39,370
| – | – | 0.62% | 25 |
|
|
2021
Q4 | $1.97M | Buy |
39,370
+11,020
| +39% | +$551K | 0.51% | 25 |
|
|
2021
Q3 | $1.16M | Buy |
28,350
+6,710
| +31% | +$275K | 0.33% | 30 |
|
|
2021
Q2 | $880K | Hold |
21,640
| – | – | 0.27% | 35 |
|
|
2021
Q1 | $707K | Buy |
+21,640
| New | +$707K | 0.27% | 36 |
|