Schneider Downs Wealth Management Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
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|
2025
Q1 | $1.79M | Hold |
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|
2024
Q4 | $1.93M | Hold |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $1.91M | Sell |
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|
2023
Q4 | $1.77M | Hold |
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|
2023
Q3 | $1.47M | Hold |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.42M | Hold |
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|
2022
Q4 | $1.34M | Hold |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.33M | Sell |
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|
2021
Q4 | $1.29M | Hold |
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|
2021
Q3 | $1.07M | Hold |
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|
2021
Q2 | $1.08M | Hold |
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|
2021
Q1 | $1.08M | Hold |
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|
2020
Q4 | $881K | Sell |
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|
2020
Q3 | $834K | Hold |
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|
2020
Q2 | $874K | Sell |
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|
2020
Q1 | $778K | Hold |
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|
2019
Q4 | $1M | Hold |
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|
2019
Q3 | $874K | Hold |
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|
2019
Q2 | $729K | Hold |
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|
2019
Q1 | $753K | Buy |
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|
2018
Q4 | $403K | Buy |
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