Ridgewood Investments’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Hold |
1,850
| – | – | 0.06% | 231 |
|
|
2025
Q1 | $140K | Hold |
1,850
| – | – | 0.07% | 211 |
|
|
2024
Q4 | $151K | Hold |
1,850
| – | – | 0.07% | 196 |
|
|
2024
Q3 | $124K | Hold |
1,850
| – | – | 0.06% | 217 |
|
|
2024
Q2 | $137K | Buy |
+1,850
| New | +$137K | 0.07% | 216 |
|
|
2023
Q3 | – | Sell |
-1,850
| Closed | -$98.6K | – | 250 |
|
|
2023
Q2 | $98.6K | Hold |
1,850
| – | – | 0.06% | 240 |
|
|
2023
Q1 | $91.6K | Buy |
+1,850
| New | +$91.6K | 0.06% | 265 |
|