Roundview Capital’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 | $2.47M | Sell |
|
|||||
|
2025
Q2 | $3.39M | Buy |
|
|||||
|
2025
Q1 | $3.07M | Sell |
|
|||||
|
2024
Q4 | $3.63M | Sell |
|
|||||
|
2024
Q3 | $2.99M | Sell |
|
|||||
|
2024
Q2 | $3.74M | Buy |
|
|||||
|
2024
Q1 | $3.6M | Hold |
|
|||||
|
2023
Q4 | $2.87M | Hold |
|
|||||
|
2023
Q3 | $2.38M | Hold |
|
|||||
|
2023
Q2 | $2.44M | Hold |
|
|||||
|
2023
Q1 | $2.27M | Buy |
|
|||||
|
2022
Q4 | $1.9M | Sell |
|
|||||
|
2022
Q3 | $1.89M | Sell |
|
|||||
|
2022
Q2 | $2M | Sell |
|
|||||
|
2022
Q1 | $2.32M | Sell |
|
|||||
|
2021
Q4 | $2.19M | Buy |
|