Principal Financial Group’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $200K | Buy |
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|
2025
Q2 | $267K | Sell |
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|
2025
Q1 | $2.41M | Buy |
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|
2024
Q4 | $2.58M | Buy |
|
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|
2024
Q3 | $1.87M | Buy |
|
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $1.53M | Buy |
|
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|
2023
Q4 | $1.02M | Buy |
|
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|
2023
Q3 | $643K | Buy |
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|
2023
Q2 | $556K | Sell |
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|
2023
Q1 | $565K | Sell |
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|
2022
Q4 | $606K | Sell |
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|
2022
Q3 | $685K | Sell |
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|
2022
Q2 | $1.3M | Buy |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.67M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $207K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $541K | Sell |
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|
2018
Q4 | $529K | Buy |
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|
2018
Q3 | $249K | Buy |
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|
2018
Q2 | $239K | Sell |
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|
2018
Q1 | $366K | Buy |
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|
2017
Q4 | $281K | Buy |
|
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|
2017
Q3 | $288K | Sell |
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|
2017
Q2 | $421K | Buy |
|
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|
2015
Q3 | – | Sell |
|
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|
2015
Q2 | $125K | Buy |
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|
2015
Q1 | $107K | Buy |
|
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|
2014
Q4 | $88K | Sell |
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|
2014
Q3 | $102K | Hold |
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|
2014
Q2 | $117K | Sell |
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|
2014
Q1 | $144K | Sell |
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|
2013
Q4 | $146K | Sell |
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|
2013
Q3 | $121K | Sell |
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|
2013
Q2 | $117K | Buy |
|