Sanders Morris Harris’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Hold |
3,400
| – | – | 0.06% | 124 |
|
|
2025
Q1 | $258K | Hold |
3,400
| – | – | 0.04% | 227 |
|
|
2024
Q4 | $279K | Hold |
3,400
| – | – | 0.04% | 228 |
|
|
2024
Q3 | $229K | Hold |
3,400
| – | – | 0.04% | 245 |
|
|
2024
Q2 | $252K | Hold |
3,400
| – | – | 0.04% | 232 |
|
|
2024
Q1 | $267K | Buy |
+3,400
| New | +$267K | 0.05% | 220 |
|
|
2023
Q2 | – | Sell |
-4,400
| Closed | -$218K | – | 255 |
|
|
2023
Q1 | $218K | Hold |
4,400
| – | – | 0.08% | 120 |
|
|
2022
Q4 | $206K | Buy |
+4,400
| New | +$206K | 0.08% | 178 |
|