Whittier Trust’s CBIZ CBZ Stock Holding History

Whittier Trust’s Portfolio CBZ Stock Details CBZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$31.7K	Hold
2025 Q1	$33.5K	Buy
2024 Q2	–	Sell
2024 Q1	$54.4K	Buy
2021 Q3	–	Sell
2021 Q2	$164K	Hold
2021 Q1	$163K	Hold
2020 Q4	$133K	Hold
2020 Q3	$114K	Buy