Wealth Enhancement Advisory Services’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Buy |
53,319
+14,979
| +39% | +$1.1M | 0.01% | 1009 |
|
|
2025
Q1 | $2.91M | Buy |
38,340
+21,728
| +131% | +$1.65M | 0.01% | 1050 |
|
|
2024
Q4 | $1.36M | Buy |
16,612
+98
| +0.6% | +$8.02K | ﹤0.01% | 1376 |
|
|
2024
Q3 | $1.11M | Buy |
16,514
+279
| +2% | +$18.8K | ﹤0.01% | 1330 |
|
|
2024
Q2 | $1.2M | Buy |
16,235
+185
| +1% | +$13.7K | ﹤0.01% | 1194 |
|
|
2024
Q1 | $1.26M | Buy |
16,050
+11
| +0.1% | +$864 | ﹤0.01% | 1130 |
|
|
2023
Q4 | $1M | Buy |
16,039
+25
| +0.2% | +$1.57K | ﹤0.01% | 1174 |
|
|
2023
Q3 | $831K | Buy |
+16,014
| New | +$831K | ﹤0.01% | 1177 |
|