Valeo Financial Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
14,737
+2,660
| +22% | +$191K | 0.03% | 286 |
|
|
2025
Q1 | $916K | Hold |
12,077
| – | – | 0.03% | 277 |
|
|
2024
Q4 | $988K | Hold |
12,077
| – | – | 0.03% | 265 |
|
|
2024
Q3 | $813K | Buy |
12,077
+8
| +0.1% | +$538 | 0.02% | 298 |
|
|
2024
Q2 | $894K | Sell |
12,069
-1,600
| -12% | -$119K | 0.03% | 260 |
|
|
2024
Q1 | $1.07M | Sell |
13,669
-806
| -6% | -$63.1K | 0.04% | 227 |
|
|
2023
Q4 | $906K | Hold |
14,475
| – | – | 0.04% | 239 |
|
|
2023
Q3 | $751K | Buy |
14,475
+9,935
| +219% | +$516K | 0.03% | 251 |
|
|
2023
Q2 | $242K | Buy |
+4,540
| New | +$242K | 0.01% | 487 |
|
|
2020
Q2 | – | Sell |
-800
| Closed | -$18K | – | 1962 |
|
|
2020
Q1 | $18K | Buy |
800
+400
| +100% | +$9K | ﹤0.01% | 885 |
|
|
2019
Q4 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 1064 |
|