Valtinson Bruner Financial Planning’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Sell |
8,868
-42
| -0.5% | -$3.01K | 0.2% | 61 |
|
|
2025
Q1 | $676K | Sell |
8,910
-9
| -0.1% | -$683 | 0.23% | 57 |
|
|
2024
Q4 | $730K | Sell |
8,919
-98
| -1% | -$8.02K | 0.25% | 65 |
|
|
2024
Q3 | $607K | Hold |
9,017
| – | – | 0.21% | 75 |
|
|
2024
Q2 | $668K | Hold |
9,017
| – | – | 0.27% | 69 |
|
|
2024
Q1 | $708K | Hold |
9,017
| – | – | 0.3% | 65 |
|
|
2023
Q4 | $564K | Hold |
9,017
| – | – | 0.29% | 67 |
|
|
2023
Q3 | $468K | Hold |
9,017
| – | – | 0.26% | 72 |
|
|
2023
Q2 | $480K | Hold |
9,017
| – | – | 0.26% | 72 |
|
|
2023
Q1 | $446K | Hold |
9,017
| – | – | 0.25% | 74 |
|
|
2022
Q4 | $420K | Hold |
9,017
| – | – | 0.24% | 77 |
|
|
2022
Q3 | $386K | Hold |
9,017
| – | – | 0.24% | 69 |
|
|
2022
Q2 | $360K | Hold |
9,017
| – | – | 0.22% | 67 |
|
|
2022
Q1 | $375K | Hold |
9,017
| – | – | 0.21% | 71 |
|
|
2021
Q4 | $353K | Hold |
9,017
| – | – | 0.19% | 75 |
|
|
2021
Q3 | $318K | Hold |
9,017
| – | – | 0.17% | 72 |
|
|
2021
Q2 | $280K | Hold |
9,017
| – | – | 0.16% | 70 |
|
|
2021
Q1 | $304K | Hold |
9,017
| – | – | 0.18% | 66 |
|
|
2020
Q4 | $243K | Hold |
9,017
| – | – | 0.15% | 69 |
|
|
2020
Q3 | $209K | Hold |
9,017
| – | – | 0.15% | 69 |
|
|
2020
Q2 | $225K | Hold |
9,017
| – | – | 0.16% | 72 |
|
|
2020
Q1 | $204K | Hold |
9,017
| – | – | 0.16% | 68 |
|
|
2019
Q4 | $243K | Hold |
9,017
| – | – | 0.17% | 67 |
|
|
2019
Q3 | $214K | Buy |
+9,017
| New | +$214K | 0.17% | 64 |
|