Moran Wealth Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,745
| Closed | -$521K | – | 419 |
|
|
2024
Q3 | $521K | Buy |
7,745
+2,044
| +36% | +$138K | 0.02% | 372 |
|
|
2024
Q2 | $422K | Buy |
5,701
+322
| +6% | +$23.9K | 0.01% | 353 |
|
|
2024
Q1 | $422K | Buy |
5,379
+286
| +6% | +$22.5K | 0.01% | 338 |
|
|
2023
Q4 | $319K | Buy |
5,093
+189
| +4% | +$11.8K | 0.01% | 361 |
|
|
2023
Q3 | $255K | Sell |
4,904
-527
| -10% | -$27.4K | 0.01% | 337 |
|
|
2023
Q2 | $289K | Buy |
5,431
+887
| +20% | +$47.3K | 0.01% | 350 |
|
|
2023
Q1 | $225K | Sell |
4,544
-1,344
| -23% | -$66.5K | 0.01% | 344 |
|
|
2022
Q4 | $276K | Buy |
+5,888
| New | +$276K | 0.01% | 324 |
|