Legato Capital Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.16M | Hold |
16,238
| – | – | 0.14% | 238 |
|
2025
Q1 | $1.23M | Sell |
16,238
-212
| -1% | -$16.1K | 0.17% | 195 |
|
2024
Q4 | $1.35M | Hold |
16,450
| – | – | 0.18% | 206 |
|
2024
Q3 | $1.11M | Buy |
16,450
+2,618
| +19% | +$176K | 0.14% | 279 |
|
2024
Q2 | $1.02M | Hold |
13,832
| – | – | 0.14% | 251 |
|
2024
Q1 | $1.09M | Hold |
13,832
| – | – | 0.13% | 252 |
|
2023
Q4 | $866K | Hold |
13,832
| – | – | 0.11% | 298 |
|
2023
Q3 | $718K | Buy |
+13,832
| New | +$718K | 0.1% | 313 |
|