NewEdge 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 | $861 | Hold |
12
| – | – | ﹤0.01% | 3733 |
|
|
2025
Q1 | $910 | Hold |
12
| – | – | ﹤0.01% | 3640 |
|
|
2024
Q4 | $982 | Hold |
12
| – | – | ﹤0.01% | 3568 |
|
|
2024
Q3 | $807 | Sell |
12
-14
| -54% | -$942 | ﹤0.01% | 3551 |
|
|
2024
Q2 | $1.93K | Hold |
26
| – | – | ﹤0.01% | 3342 |
|
|
2024
Q1 | $2.04K | Hold |
26
| – | – | ﹤0.01% | 3364 |
|
|
2023
Q4 | $1.63K | Hold |
26
| – | – | ﹤0.01% | 3380 |
|
|
2023
Q3 | $1.35K | Hold |
26
| – | – | ﹤0.01% | 3125 |
|
|
2023
Q2 | $1.39K | Hold |
26
| – | – | ﹤0.01% | 3186 |
|
|
2023
Q1 | $1.29K | Sell |
26
-64
| -71% | -$3.17K | ﹤0.01% | 3121 |
|
|
2022
Q4 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 2729 |
|