Woodard & Company Asset 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
Q2 | $4.13M | Hold |
|
|||||
|
2025
Q1 | $4.37M | Hold |
|
|||||
|
2024
Q4 | $4.72M | Hold |
|
|||||
|
2024
Q3 | $3.88M | Hold |
|
|||||
|
2024
Q2 | $4.27M | Hold |
|
|||||
|
2024
Q1 | $4.53M | Hold |
|
|||||
|
2023
Q4 | $3.61M | Hold |
|
|||||
|
2023
Q3 | $2.99M | Hold |
|
|||||
|
2023
Q2 | $3.07M | Hold |
|
|||||
|
2023
Q1 | $2.85M | Hold |
|
|||||
|
2022
Q4 | $2.7M | Hold |
|
|||||
|
2022
Q3 | $2.47M | Hold |
|
|||||
|
2022
Q2 | $2.3M | Hold |
|
|||||
|
2022
Q1 | $2.42M | Hold |
|
|||||
|
2021
Q4 | $2.25M | Hold |
|
|||||
|
2021
Q3 | $1.86M | Hold |
|
|||||
|
2021
Q2 | $1.89M | Hold |
|
|||||
|
2021
Q1 | $1.88M | Hold |
|
|||||
|
2020
Q4 | $1.53M | Hold |
|
|||||
|
2020
Q3 | $1.32M | Hold |
|
|||||
|
2020
Q2 | $1.38M | Sell |
|
|||||
|
2020
Q1 | $0 | Hold |
|
|||||
|
2019
Q4 | $0 | Buy |
|
|||||
|
2019
Q3 | $0 | Hold |
|
|||||
|
2019
Q2 | $0 | Hold |
|
|||||
|
2019
Q1 | $0 | Hold |
|
|||||
|
2018
Q4 | $0 | Hold |
|
|||||
|
2018
Q3 | $0 | Buy |
|