Whittier Trust’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.7K | Hold |
442
| – | – | ﹤0.01% | 1036 |
|
|
2025
Q1 | $33.5K | Buy |
+442
| New | +$33.5K | ﹤0.01% | 1008 |
|
|
2024
Q2 | – | Sell |
-693
| Closed | -$54.4K | – | 1529 |
|
|
2024
Q1 | $54.4K | Buy |
+693
| New | +$54.4K | ﹤0.01% | 923 |
|
|
2021
Q3 | – | Sell |
-5,000
| Closed | -$164K | – | 1505 |
|
|
2021
Q2 | $164K | Hold |
5,000
| – | – | ﹤0.01% | 691 |
|
|
2021
Q1 | $163K | Hold |
5,000
| – | – | ﹤0.01% | 676 |
|
|
2020
Q4 | $133K | Hold |
5,000
| – | – | ﹤0.01% | 663 |
|
|
2020
Q3 | $114K | Buy |
+5,000
| New | +$114K | ﹤0.01% | 678 |
|