Roundview Capital’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
47,327
+6,904
| +17% | +$495K | 0.23% | 103 |
|
|
2025
Q1 | $3.07M | Sell |
40,423
-3,877
| -9% | -$294K | 0.22% | 103 |
|
|
2024
Q4 | $3.63M | Sell |
44,300
-78
| -0.2% | -$6.38K | 0.25% | 91 |
|
|
2024
Q3 | $2.99M | Sell |
44,378
-6,033
| -12% | -$406K | 0.22% | 100 |
|
|
2024
Q2 | $3.74M | Buy |
50,411
+4,530
| +10% | +$336K | 0.29% | 80 |
|
|
2024
Q1 | $3.6M | Hold |
45,881
| – | – | 0.29% | 78 |
|
|
2023
Q4 | $2.87M | Hold |
45,881
| – | – | 0.26% | 88 |
|
|
2023
Q3 | $2.38M | Hold |
45,881
| – | – | 0.24% | 98 |
|
|
2023
Q2 | $2.44M | Hold |
45,881
| – | – | 0.24% | 100 |
|
|
2023
Q1 | $2.27M | Buy |
45,881
+5,376
| +13% | +$266K | 0.24% | 106 |
|
|
2022
Q4 | $1.9M | Sell |
40,505
-3,600
| -8% | -$169K | 0.22% | 118 |
|
|
2022
Q3 | $1.89M | Sell |
44,105
-5,850
| -12% | -$250K | 0.24% | 110 |
|
|
2022
Q2 | $2M | Sell |
49,955
-5,250
| -10% | -$210K | 0.24% | 108 |
|
|
2022
Q1 | $2.32M | Sell |
55,205
-900
| -2% | -$37.8K | 0.24% | 105 |
|
|
2021
Q4 | $2.2M | Buy |
+56,105
| New | +$2.2M | 0.22% | 121 |
|