Pathstone Holdings’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
29,055
-3,147
| -10% | -$226K | 0.01% | 971 |
|
|
2025
Q1 | $2.44M | Buy |
32,202
+4,459
| +16% | +$338K | 0.01% | 870 |
|
|
2024
Q4 | $2.27M | Buy |
27,743
+4,098
| +17% | +$335K | 0.01% | 903 |
|
|
2024
Q3 | $1.59M | Buy |
23,645
+2,927
| +14% | +$197K | 0.01% | 1115 |
|
|
2024
Q2 | $1.54M | Buy |
20,718
+1,276
| +7% | +$94.6K | 0.01% | 1057 |
|
|
2024
Q1 | $1.53M | Buy |
19,442
+14,933
| +331% | +$1.17M | 0.01% | 1041 |
|
|
2023
Q4 | $282K | Buy |
+4,509
| New | +$282K | ﹤0.01% | 1867 |
|