Rockefeller Capital Management’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 | $14.9K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $8.55M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $52K | Sell |
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|
2022
Q3 | $51K | Buy |
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|
2022
Q2 | $17K | Buy |
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|
2022
Q1 | $7K | Hold |
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|
2021
Q4 | $6K | Sell |
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|
2021
Q3 | $6K | Buy |
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|
2021
Q2 | $5K | Sell |
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|
2021
Q1 | $7K | Buy |
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|
2020
Q4 | $1K | Buy |
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