Next Capital 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 | $238K | Sell |
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|
2025
Q2 | $789K | Hold |
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|
2025
Q1 | $834K | Hold |
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|
2024
Q4 | $900K | Hold |
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|
2024
Q3 | $740K | Hold |
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|
2024
Q2 | $815K | Hold |
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|
2024
Q1 | $864K | Hold |
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|
2023
Q4 | $688K | Hold |
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|
2023
Q3 | $571K | Hold |
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|
2023
Q2 | $586K | Hold |
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|
2023
Q1 | $544K | Hold |
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|
2022
Q4 | $515K | Hold |
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|
2022
Q3 | $471K | Hold |
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|
2022
Q2 | $439K | Hold |
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|
2022
Q1 | $462K | Hold |
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|
2021
Q4 | $430K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $252K | Hold |
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|
2020
Q2 | $264K | Buy |
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