WealthCollab’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38K | Hold |
61
| – | – | ﹤0.01% | 662 |
|
|
2025
Q1 | $4.63K | Buy |
61
+16
| +36% | +$1.21K | ﹤0.01% | 636 |
|
|
2024
Q4 | $3.68K | Hold |
45
| – | – | ﹤0.01% | 655 |
|
|
2024
Q3 | $3.03K | Hold |
45
| – | – | ﹤0.01% | 709 |
|
|
2024
Q2 | $3.34K | Hold |
45
| – | – | ﹤0.01% | 672 |
|
|
2024
Q1 | $3.53K | Hold |
45
| – | – | ﹤0.01% | 667 |
|
|
2023
Q4 | $2.82K | Buy |
+45
| New | +$2.82K | ﹤0.01% | 687 |
|