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Taylor Frigon Capital Management’s CBIZ CBZ Stock Holding History

Taylor Frigon Capital Management’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.14M Sell
29,809
-2,082
-7% -$149K 1.14% 44
2025
Q1 		$2.42M Buy
31,891
+12,839
+67% +$974K 1.44% 11
2024
Q4 		$1.56M Sell
19,052
-1,991
-9% -$163K 0.79% 62
2024
Q3 		$1.42M Buy
+21,043
New +$1.42M 0.71% 78