Welch & Forbes’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,647
| Closed | -$201K | – | 374 |
|
|
2025
Q1 | $201K | Hold |
2,647
| – | – | ﹤0.01% | 364 |
|
|
2024
Q4 | $217K | Buy |
+2,647
| New | +$217K | ﹤0.01% | 367 |
|
|
2024
Q2 | – | Sell |
-3,383
| Closed | -$266K | – | 368 |
|
|
2024
Q1 | $266K | Hold |
3,383
| – | – | ﹤0.01% | 353 |
|
|
2023
Q4 | $212K | Buy |
+3,383
| New | +$212K | ﹤0.01% | 355 |
|