One Wealth 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 | $229K | Buy |
3,197
+129
| +4% | +$9.25K | 0.03% | 257 |
|
|
2025
Q1 | $233K | Buy |
3,068
+139
| +5% | +$10.5K | 0.03% | 254 |
|
|
2024
Q4 | $240K | Buy |
+2,929
| New | +$240K | 0.04% | 215 |
|
|
2024
Q3 | – | Sell |
-2,946
| Closed | -$200K | – | 268 |
|
|
2024
Q2 | $200K | Sell |
2,946
-27
| -0.9% | -$1.84K | 0.04% | 231 |
|
|
2024
Q1 | $233K | Buy |
+2,973
| New | +$233K | 0.04% | 217 |
|
|
2023
Q1 | – | Sell |
-3,041
| Closed | -$142K | – | 259 |
|
|
2022
Q4 | $142K | Buy |
+3,041
| New | +$142K | 0.03% | 242 |
|