SCA
Summit Creek Advisors’s CBIZ CBZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Buy |
306,318
+2,228
| +0.7% | +$160K | 3.06% | 2 |
|
|
2025
Q1 | $23.1M | Buy |
304,090
+14
| +0% | +$1.06K | 3.37% | 2 |
|
|
2024
Q4 | $24.9M | Buy |
304,076
+50,435
| +20% | +$4.13M | 3.27% | 5 |
|
|
2024
Q3 | $17.1M | Buy |
253,641
+36,873
| +17% | +$2.48M | 2.32% | 18 |
|
|
2024
Q2 | $16.1M | Buy |
216,768
+110,153
| +103% | +$8.16M | 2.2% | 21 |
|
|
2024
Q1 | $8.37M | Buy |
106,615
+23,632
| +28% | +$1.86M | 1.06% | 45 |
|
|
2023
Q4 | $5.19M | Buy |
+82,983
| New | +$5.19M | 0.7% | 49 |
|