Mayflower Financial Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Sell |
5,663
-200
| -3% | -$14.3K | 0.06% | 266 |
|
|
2025
Q1 | $445K | Hold |
5,863
| – | – | 0.07% | 246 |
|
|
2024
Q4 | $480K | Sell |
5,863
-250
| -4% | -$20.5K | 0.07% | 234 |
|
|
2024
Q3 | $411K | Hold |
6,113
| – | – | 0.06% | 246 |
|
|
2024
Q2 | $453K | Sell |
6,113
-5
| -0.1% | -$370 | 0.07% | 227 |
|
|
2024
Q1 | $480K | Buy |
6,118
+58
| +1% | +$4.55K | 0.08% | 218 |
|
|
2023
Q4 | $379K | Hold |
6,060
| – | – | 0.05% | 233 |
|
|
2023
Q3 | $315K | Buy |
6,060
+1,060
| +21% | +$55K | 0.05% | 249 |
|
|
2023
Q2 | $266K | Hold |
5,000
| – | – | 0.03% | 291 |
|
|
2023
Q1 | $247K | Hold |
5,000
| – | – | 0.03% | 296 |
|
|
2022
Q4 | $234K | Buy |
+5,000
| New | +$234K | 0.03% | 303 |
|