William Blair Investment Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Buy |
+303,146
| New | +$21.7M | 0.06% | 274 |
|
|
2024
Q2 | – | Sell |
-329,557
| Closed | -$25.9M | – | 419 |
|
|
2024
Q1 | $25.9M | Sell |
329,557
-253,645
| -43% | -$19.9M | 0.07% | 275 |
|
|
2023
Q4 | $36.5M | Sell |
583,202
-8,789
| -1% | -$550K | 0.11% | 189 |
|
|
2023
Q3 | $30.7M | Sell |
591,991
-160,160
| -21% | -$8.31M | 0.1% | 211 |
|
|
2023
Q2 | $40.1M | Buy |
752,151
+14,287
| +2% | +$761K | 0.13% | 164 |
|
|
2023
Q1 | $36.5M | Sell |
737,864
-143,641
| -16% | -$7.11M | 0.13% | 166 |
|
|
2022
Q4 | $41.3M | Sell |
881,505
-30,513
| -3% | -$1.43M | 0.16% | 133 |
|
|
2022
Q3 | $39M | Sell |
912,018
-167,535
| -16% | -$7.17M | 0.15% | 141 |
|
|
2022
Q2 | $43.1M | Sell |
1,079,553
-143,041
| -12% | -$5.72M | 0.16% | 143 |
|
|
2022
Q1 | $51.3M | Sell |
1,222,594
-9,140
| -0.7% | -$384K | 0.15% | 150 |
|
|
2021
Q4 | $48.2M | Sell |
1,231,734
-110,554
| -8% | -$4.32M | 0.13% | 167 |
|
|
2021
Q3 | $43.4M | Buy |
1,342,288
+1,339,573
| +49,340% | +$43.3M | 0.12% | 197 |
|
|
2021
Q2 | $89K | Buy |
+2,715
| New | +$89K | ﹤0.01% | 401 |
|