Trust Company of Vermont’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 | $87.4K | Hold |
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|
2025
Q2 | $118K | Hold |
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|
2025
Q1 | $125K | Hold |
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|
2024
Q4 | $135K | Hold |
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|
2024
Q3 | $111K | Hold |
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|
2024
Q2 | $122K | Hold |
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|
2024
Q1 | $130K | Sell |
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|
2023
Q4 | $122K | Hold |
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|
2023
Q3 | $101K | Hold |
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|
2023
Q2 | $104K | Sell |
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|
2023
Q1 | $105K | Hold |
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|
2022
Q4 | $99.6K | Sell |
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|
2022
Q3 | $107K | Sell |
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|
2022
Q2 | $116K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $123K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $103K | Sell |
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|
2021
Q1 | $108K | Hold |
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|
2020
Q4 | $88K | Hold |
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|
2020
Q3 | $75K | Hold |
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|
2020
Q2 | $79K | Hold |
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|
2020
Q1 | $69K | Buy |
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