Premier Fund Managers’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.2M | Buy |
818,514
+7,515
| +0.9% | +$534K | 2.12% | 19 |
|
|
2025
Q1 | $60.8M | Sell |
810,999
-2,699
| -0.3% | -$202K | 2.27% | 12 |
|
|
2024
Q4 | $66.4M | Hold |
813,698
| – | – | 2.37% | 9 |
|
|
2024
Q3 | $54.4M | Buy |
813,698
+100,000
| +14% | +$6.68M | 1.93% | 25 |
|
|
2024
Q2 | $52.6M | Hold |
713,698
| – | – | 2.11% | 16 |
|
|
2024
Q1 | $55.7M | Sell |
713,698
-2,244
| -0.3% | -$175K | 2.21% | 14 |
|
|
2023
Q4 | $44.8M | Buy |
715,942
+100,000
| +16% | +$6.26M | 1.93% | 25 |
|
|
2023
Q3 | $32.4M | Buy |
615,942
+527,448
| +596% | +$27.8M | 1.53% | 31 |
|
|
2023
Q2 | $4.69M | Buy |
+88,494
| New | +$4.69M | 0.19% | 83 |
|