UBS Group’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3M | Buy |
254,986
+103,671
| +69% | +$7.43M | ﹤0.01% | 1932 |
|
|
2025
Q1 | $11.5M | Buy |
151,315
+56,384
| +59% | +$4.28M | ﹤0.01% | 2225 |
|
|
2024
Q4 | $7.77M | Buy |
94,931
+41,560
| +78% | +$3.4M | ﹤0.01% | 2585 |
|
|
2024
Q3 | $3.59M | Sell |
53,371
-4,261
| -7% | -$287K | ﹤0.01% | 2551 |
|
|
2024
Q2 | $4.27M | Sell |
57,632
-43,027
| -43% | -$3.19M | ﹤0.01% | 2253 |
|
|
2024
Q1 | $7.9M | Sell |
100,659
-1,108
| -1% | -$87K | ﹤0.01% | 1784 |
|
|
2023
Q4 | $6.37M | Buy |
101,767
+33,285
| +49% | +$2.08M | ﹤0.01% | 1784 |
|
|
2023
Q3 | $3.55M | Buy |
68,482
+1,266
| +2% | +$65.7K | ﹤0.01% | 2113 |
|
|
2023
Q2 | $3.58M | Buy |
67,216
+7,174
| +12% | +$382K | ﹤0.01% | 2175 |
|
|
2023
Q1 | $2.97M | Buy |
60,042
+5,269
| +10% | +$261K | ﹤0.01% | 2249 |
|
|
2022
Q4 | $2.57M | Buy |
54,773
+12,612
| +30% | +$591K | ﹤0.01% | 2358 |
|
|
2022
Q3 | $1.8M | Sell |
42,161
-1,007
| -2% | -$43.1K | ﹤0.01% | 2426 |
|
|
2022
Q2 | $1.73M | Sell |
43,168
-13,042
| -23% | -$521K | ﹤0.01% | 2493 |
|
|
2022
Q1 | $2.36M | Sell |
56,210
-20,260
| -26% | -$850K | ﹤0.01% | 2531 |
|
|
2021
Q4 | $2.99M | Buy |
76,470
+14,559
| +24% | +$569K | ﹤0.01% | 2543 |
|
|
2021
Q3 | $2M | Buy |
61,911
+1,667
| +3% | +$53.9K | ﹤0.01% | 2756 |
|
|
2021
Q2 | $1.97M | Sell |
60,244
-14,252
| -19% | -$467K | ﹤0.01% | 2744 |
|
|
2021
Q1 | $2.43M | Sell |
74,496
-700
| -0.9% | -$22.9K | ﹤0.01% | 2593 |
|
|
2020
Q4 | $2M | Buy |
75,196
+1,339
| +2% | +$35.6K | ﹤0.01% | 2631 |
|
|
2020
Q3 | $1.69M | Sell |
73,857
-24,326
| -25% | -$557K | ﹤0.01% | 2543 |
|
|
2020
Q2 | $2.35M | Buy |
98,183
+3,640
| +4% | +$87.2K | ﹤0.01% | 2157 |
|
|
2020
Q1 | $1.98M | Sell |
94,543
-4,396
| -4% | -$92K | ﹤0.01% | 2171 |
|
|
2019
Q4 | $2.67M | Buy |
98,939
+23,079
| +30% | +$622K | ﹤0.01% | 2529 |
|
|
2019
Q3 | $1.78M | Buy |
75,860
+22,487
| +42% | +$528K | ﹤0.01% | 2714 |
|
|
2019
Q2 | $1.05M | Sell |
53,373
-60,682
| -53% | -$1.19M | ﹤0.01% | 3030 |
|
|
2019
Q1 | $2.31M | Sell |
114,055
-78,101
| -41% | -$1.58M | ﹤0.01% | 2326 |
|
|
2018
Q4 | $3.79M | Sell |
192,156
-13,692
| -7% | -$270K | ﹤0.01% | 1918 |
|
|
2018
Q3 | $4.88M | Buy |
205,848
+127,313
| +162% | +$3.02M | ﹤0.01% | 1892 |
|
|
2018
Q2 | $1.81M | Buy |
78,535
+18,257
| +30% | +$420K | ﹤0.01% | 2617 |
|
|
2018
Q1 | $1.1M | Buy |
60,278
+22,611
| +60% | +$413K | ﹤0.01% | 2957 |
|
|
2017
Q4 | $582K | Sell |
37,667
-378
| -1% | -$5.84K | ﹤0.01% | 3364 |
|
|
2017
Q3 | $618K | Buy |
38,045
+9,941
| +35% | +$161K | ﹤0.01% | 3310 |
|
|
2017
Q2 | $422K | Buy |
28,104
+2,954
| +12% | +$44.4K | ﹤0.01% | 3451 |
|
|
2017
Q1 | $341K | Sell |
25,150
-9,952
| -28% | -$135K | ﹤0.01% | 3510 |
|
|
2016
Q4 | $481K | Buy |
35,102
+9,197
| +36% | +$126K | ﹤0.01% | 3344 |
|
|
2016
Q3 | $290K | Buy |
25,905
+1,514
| +6% | +$16.9K | ﹤0.01% | 3487 |
|
|
2016
Q2 | $254K | Buy |
24,391
+795
| +3% | +$8.28K | ﹤0.01% | 3604 |
|
|
2016
Q1 | $238K | Sell |
23,596
-999
| -4% | -$10.1K | ﹤0.01% | 3667 |
|
|
2015
Q4 | $243K | Buy |
24,595
+3,138
| +15% | +$31K | ﹤0.01% | 3643 |
|
|
2015
Q3 | $212K | Buy |
21,457
+7,939
| +59% | +$78.4K | ﹤0.01% | 3668 |
|
|
2015
Q2 | $130K | Buy |
13,518
+8,211
| +155% | +$79K | ﹤0.01% | 4133 |
|
|
2015
Q1 | $50K | Buy |
5,307
+160
| +3% | +$1.51K | ﹤0.01% | 4654 |
|
|
2014
Q4 | $44K | Buy |
+5,147
| New | +$44K | ﹤0.01% | 4839 |
|