Mather 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 | – | Sell |
-313
| Closed | -$23.7K | – | 777 |
|
|
2025
Q1 | $23.7K | Buy |
313
+90
| +40% | +$6.83K | ﹤0.01% | 1055 |
|
|
2024
Q4 | $18.2K | Buy |
+223
| New | +$18.2K | ﹤0.01% | 1102 |
|
|
2024
Q3 | – | Sell |
-80
| Closed | -$6.28K | – | 1793 |
|
|
2024
Q2 | $6.28K | Sell |
80
-10
| -11% | -$785 | ﹤0.01% | 1563 |
|
|
2024
Q1 | $5.63K | Buy |
+90
| New | +$5.63K | ﹤0.01% | 1335 |
|