Wellington Management Group’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 | $19.2M | Sell |
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|
2025
Q2 | $29.9M | Buy |
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|
2025
Q1 | $31.1M | Buy |
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|
2024
Q4 | $32.9M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $28.8M | Sell |
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|
2022
Q1 | $40.6M | Sell |
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|
2021
Q4 | $50.6M | Sell |
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|
2021
Q3 | $60.3M | Sell |
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|
2021
Q2 | $66.7M | Sell |
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|
2021
Q1 | $69.1M | Buy |
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|
2020
Q4 | $46.6M | Buy |
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|
2020
Q3 | $32.8M | Buy |
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|
2020
Q2 | $33.4M | Buy |
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|
2020
Q1 | $26.3M | Buy |
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|
2019
Q4 | $20.8M | Buy |
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|
2019
Q3 | $17.9M | Buy |
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