Trust Company of Vermont’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Hold |
1,650
| – | – | 0.01% | 404 |
|
|
2025
Q1 | $125K | Hold |
1,650
| – | – | 0.01% | 389 |
|
|
2024
Q4 | $135K | Hold |
1,650
| – | – | 0.01% | 388 |
|
|
2024
Q3 | $111K | Hold |
1,650
| – | – | 0.01% | 394 |
|
|
2024
Q2 | $122K | Hold |
1,650
| – | – | 0.01% | 368 |
|
|
2024
Q1 | $130K | Sell |
1,650
-300
| -15% | -$23.6K | 0.01% | 359 |
|
|
2023
Q4 | $122K | Hold |
1,950
| – | – | 0.01% | 329 |
|
|
2023
Q3 | $101K | Hold |
1,950
| – | – | 0.01% | 367 |
|
|
2023
Q2 | $104K | Sell |
1,950
-175
| -8% | -$9.32K | 0.01% | 386 |
|
|
2023
Q1 | $105K | Hold |
2,125
| – | – | 0.01% | 388 |
|
|
2022
Q4 | $99.6K | Sell |
2,125
-375
| -15% | -$17.6K | 0.01% | 382 |
|
|
2022
Q3 | $107K | Sell |
2,500
-400
| -14% | -$17.1K | 0.01% | 376 |
|
|
2022
Q2 | $116K | Buy |
+2,900
| New | +$116K | 0.01% | 371 |
|
|
2022
Q1 | – | Sell |
-3,150
| Closed | -$123K | – | 383 |
|
|
2021
Q4 | $123K | Buy |
+3,150
| New | +$123K | 0.01% | 373 |
|
|
2021
Q3 | – | Sell |
-3,150
| Closed | -$103K | – | 377 |
|
|
2021
Q2 | $103K | Sell |
3,150
-150
| -5% | -$4.91K | 0.01% | 400 |
|
|
2021
Q1 | $108K | Hold |
3,300
| – | – | 0.01% | 373 |
|
|
2020
Q4 | $88K | Hold |
3,300
| – | – | 0.01% | 389 |
|
|
2020
Q3 | $75K | Hold |
3,300
| – | – | 0.01% | 395 |
|
|
2020
Q2 | $79K | Hold |
3,300
| – | – | 0.01% | 386 |
|
|
2020
Q1 | $69K | Buy |
+3,300
| New | +$69K | 0.01% | 395 |
|