Meritage Portfolio Management’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 | $218K | Hold |
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|
2025
Q2 | $295K | Sell |
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|
2025
Q1 | $473K | Sell |
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|
2024
Q4 | $918K | Hold |
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|
2024
Q3 | $755K | Buy |
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|
2024
Q2 | $826K | Hold |
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|
2024
Q1 | $875K | Hold |
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|
2023
Q4 | $698K | Hold |
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|
2023
Q3 | $579K | Hold |
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|
2023
Q2 | $594K | Hold |
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|
2023
Q1 | $552K | Hold |
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|
2022
Q4 | $522K | Hold |
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|
2022
Q3 | $477K | Hold |
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|
2022
Q2 | $445K | Hold |
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|
2022
Q1 | $468K | Hold |
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|
2021
Q4 | $436K | Hold |
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|
2021
Q3 | $361K | Hold |
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|
2021
Q2 | $365K | Hold |
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|
2021
Q1 | $364K | Sell |
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|
2020
Q4 | $298K | Hold |
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|
2020
Q3 | $256K | Sell |
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|
2020
Q2 | $287K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $263K | Hold |
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|
2019
Q3 | $229K | Buy |
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