NPIC
Neumeier Poma Investment Counsel’s CBIZ CBZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $31.5M | Sell |
438,976
-17,406
| -4% | -$1.25M | 2.93% | 16 |
|
2025
Q1 | $34.6M | Buy |
456,382
+320
| +0.1% | +$24.3K | 3.72% | 7 |
|
2024
Q4 | $37.3M | Buy |
456,062
+10,862
| +2% | +$889K | 3.62% | 6 |
|
2024
Q3 | $30M | Sell |
445,200
-217,040
| -33% | -$14.6M | 2.85% | 13 |
|
2024
Q2 | $49.1M | Sell |
662,240
-24,875
| -4% | -$1.84M | 4.49% | 3 |
|
2024
Q1 | $53.9M | Sell |
687,115
-78,740
| -10% | -$6.18M | 4.95% | 2 |
|
2023
Q4 | $47.9M | Buy |
765,855
+44,700
| +6% | +$2.8M | 4.27% | 3 |
|
2023
Q3 | $37.4M | Buy |
721,155
+19,655
| +3% | +$1.02M | 3.65% | 5 |
|
2023
Q2 | $37.4M | Buy |
701,500
+19,490
| +3% | +$1.04M | 3.42% | 9 |
|
2023
Q1 | $33.8M | Buy |
682,010
+115,520
| +20% | +$5.72M | 3.15% | 12 |
|
2022
Q4 | $26.5M | Buy |
566,490
+377,455
| +200% | +$17.7M | 2.47% | 17 |
|
2022
Q3 | $8.09M | Buy |
+189,035
| New | +$8.09M | 0.8% | 39 |
|