Valeo Financial Advisors’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 | $781K | Buy |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $916K | Hold |
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|
2024
Q4 | $988K | Hold |
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|
2024
Q3 | $813K | Buy |
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|
2024
Q2 | $894K | Sell |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $906K | Hold |
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|
2023
Q3 | $751K | Buy |
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|
2023
Q2 | $242K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $18K | Buy |
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|
2019
Q4 | $11K | Buy |
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