Principal Securities’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5K | Buy |
202
+32
| +19% | +$2.3K | ﹤0.01% | 2473 |
|
|
2025
Q1 | $13.9K | Hold |
170
| – | – | ﹤0.01% | 2391 |
|
|
2024
Q4 | $13.9K | Hold |
170
| – | – | ﹤0.01% | 2387 |
|
|
2024
Q3 | $11.4K | Buy |
170
+60
| +55% | +$4.04K | ﹤0.01% | 2380 |
|
|
2024
Q2 | $8.15K | Hold |
110
| – | – | ﹤0.01% | 2481 |
|
|
2024
Q1 | $8.64K | Hold |
110
| – | – | ﹤0.01% | 2406 |
|
|
2023
Q4 | $6.89K | Buy |
+110
| New | +$6.89K | ﹤0.01% | 2413 |
|