Pacific Capital Partners’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.81M | Sell |
95,000
-30,000
| -24% | -$2.15M | 6.39% | 4 |
|
|
2025
Q1 | $9.48M | Buy |
125,000
+7,500
| +6% | +$569K | 6% | 4 |
|
|
2024
Q4 | $9.62M | Buy |
117,500
+5,000
| +4% | +$409K | 5.66% | 3 |
|
|
2024
Q3 | $7.57M | Buy |
112,500
+25,000
| +29% | +$1.68M | 4.43% | 6 |
|
|
2024
Q2 | $6.48M | Hold |
87,500
| – | – | 4.29% | 5 |
|
|
2024
Q1 | $6.87M | Sell |
87,500
-5,000
| -5% | -$393K | 4.49% | 5 |
|
|
2023
Q4 | $5.79M | Buy |
92,500
+30,000
| +48% | +$1.88M | 4.37% | 5 |
|
|
2023
Q3 | $3.24M | Buy |
+62,500
| New | +$3.24M | 1.96% | 19 |
|