Laurus Investment Counsel’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 | – | Sell |
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|
2025
Q2 | $561K | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $2.36M | Hold |
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|
2024
Q3 | $2.63M | Sell |
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|
2024
Q2 | $5.74M | Hold |
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|
2024
Q1 | $6.02M | Hold |
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|
2023
Q4 | $4.7M | Sell |
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|
2023
Q3 | $4.14M | Hold |
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|
2023
Q2 | $4.18M | Buy |
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|
2023
Q1 | $3.7M | Buy |
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|
2022
Q4 | $3.36M | Buy |
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|
2022
Q3 | $1.53M | Hold |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.65M | Hold |
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|
2021
Q4 | $1.97M | Buy |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $880K | Hold |
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|
2021
Q1 | $707K | Buy |
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