Valtinson Bruner Financial Planning’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 | $470K | Hold |
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|
2025
Q2 | $636K | Sell |
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|
2025
Q1 | $676K | Sell |
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|
2024
Q4 | $730K | Sell |
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|
2024
Q3 | $607K | Hold |
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|
2024
Q2 | $668K | Hold |
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|
2024
Q1 | $708K | Hold |
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|
2023
Q4 | $564K | Hold |
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|
2023
Q3 | $468K | Hold |
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|
2023
Q2 | $480K | Hold |
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|
2023
Q1 | $446K | Hold |
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|
2022
Q4 | $420K | Hold |
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|
2022
Q3 | $386K | Hold |
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|
2022
Q2 | $360K | Hold |
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|
2022
Q1 | $375K | Hold |
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|
2021
Q4 | $353K | Hold |
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|
2021
Q3 | $318K | Hold |
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|
2021
Q2 | $280K | Hold |
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|
2021
Q1 | $304K | Hold |
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|
2020
Q4 | $243K | Hold |
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|
2020
Q3 | $209K | Hold |
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|
2020
Q2 | $225K | Hold |
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|
2020
Q1 | $204K | Hold |
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|
2019
Q4 | $243K | Hold |
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|
2019
Q3 | $214K | Buy |
|