Millington 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 | $2.3M | Sell |
30,564
-770
| -2% | -$58K | 1.16% | 26 |
|
|
2025
Q1 | $2.44M | Buy |
31,334
+805
| +3% | +$62.6K | 1.5% | 20 |
|
|
2024
Q4 | $2.63M | Buy |
30,529
+475
| +2% | +$40.8K | 1.52% | 19 |
|
|
2024
Q3 | $2.02M | Buy |
30,054
+726
| +2% | +$48.9K | 1.26% | 23 |
|
|
2024
Q2 | $2.17M | Buy |
29,328
+391
| +1% | +$29K | 1.51% | 19 |
|
|
2024
Q1 | $2.27M | Buy |
28,937
+872
| +3% | +$68.5K | 1.62% | 17 |
|
|
2023
Q4 | $1.76M | Sell |
28,065
-2,631
| -9% | -$165K | 1.41% | 19 |
|
|
2023
Q3 | $1.59M | Buy |
30,696
+882
| +3% | +$45.8K | 1.43% | 19 |
|
|
2023
Q2 | $1.59M | Sell |
29,814
-410
| -1% | -$21.8K | 1.41% | 20 |
|
|
2023
Q1 | $1.5M | Sell |
30,224
-1,346
| -4% | -$66.6K | 1.38% | 20 |
|
|
2022
Q4 | $1.48M | Buy |
+31,570
| New | +$1.48M | 1.44% | 19 |
|