Pictet Asset Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Buy |
7,069
+1,347
| +24% | +$96.6K | ﹤0.01% | 1357 |
|
|
2025
Q1 | $434K | Sell |
5,722
-10
| -0.2% | -$759 | ﹤0.01% | 1422 |
|
|
2024
Q4 | $469K | Hold |
5,732
| – | – | ﹤0.01% | 1404 |
|
|
2024
Q3 | $386K | Hold |
5,732
| – | – | ﹤0.01% | 1464 |
|
|
2024
Q2 | $425K | Sell |
5,732
-190
| -3% | -$14.1K | ﹤0.01% | 1347 |
|
|
2024
Q1 | $465K | Buy |
5,922
+587
| +11% | +$46.1K | ﹤0.01% | 1332 |
|
|
2023
Q4 | $334K | Sell |
5,335
-23
| -0.4% | -$1.44K | ﹤0.01% | 1479 |
|
|
2023
Q3 | $278K | Buy |
+5,358
| New | +$278K | ﹤0.01% | 1527 |
|