WCAMG
Woodard & Company Asset Management Group’s CBIZ CBZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Hold |
57,645
| – | – | 0.76% | 24 |
|
|
2025
Q1 | $4.37M | Hold |
57,645
| – | – | 0.91% | 19 |
|
|
2024
Q4 | $4.72M | Hold |
57,645
| – | – | 1.02% | 16 |
|
|
2024
Q3 | $3.88M | Hold |
57,645
| – | – | 0.87% | 22 |
|
|
2024
Q2 | $4.27M | Hold |
57,645
| – | – | 1.06% | 17 |
|
|
2024
Q1 | $4.53M | Hold |
57,645
| – | – | 1.21% | 17 |
|
|
2023
Q4 | $3.61M | Hold |
57,645
| – | – | 1.05% | 18 |
|
|
2023
Q3 | $2.99M | Hold |
57,645
| – | – | 1.02% | 17 |
|
|
2023
Q2 | $3.07M | Hold |
57,645
| – | – | 1.02% | 15 |
|
|
2023
Q1 | $2.85M | Hold |
57,645
| – | – | 0.99% | 15 |
|
|
2022
Q4 | $2.7M | Hold |
57,645
| – | – | 0.96% | 16 |
|
|
2022
Q3 | $2.47M | Hold |
57,645
| – | – | 1.14% | 14 |
|
|
2022
Q2 | $2.3M | Hold |
57,645
| – | – | 0.95% | 15 |
|
|
2022
Q1 | $2.42M | Hold |
57,645
| – | – | 1.01% | 16 |
|
|
2021
Q4 | $2.26M | Hold |
57,645
| – | – | 1.07% | 13 |
|
|
2021
Q3 | $1.86M | Hold |
57,645
| – | – | 1.15% | 15 |
|
|
2021
Q2 | $1.89M | Hold |
57,645
| – | – | 1.13% | 18 |
|
|
2021
Q1 | $1.88M | Hold |
57,645
| – | – | 1.2% | 16 |
|
|
2020
Q4 | $1.53M | Hold |
57,645
| – | – | 0.94% | 18 |
|
|
2020
Q3 | $1.32M | Hold |
57,645
| – | – | 0.86% | 20 |
|
|
2020
Q2 | $1.38M | Sell |
57,645
-9,100
| -14% | -$218K | 0.93% | 17 |
|
|
2020
Q1 | $0 | Hold |
66,745
| – | – | ﹤0.01% | 87 |
|
|
2019
Q4 | $0 | Buy |
66,745
+6,675
| +11% | – | ﹤0.01% | 74 |
|
|
2019
Q3 | $0 | Hold |
60,070
| – | – | ﹤0.01% | 63 |
|
|
2019
Q2 | $0 | Hold |
60,070
| – | – | ﹤0.01% | 28 |
|
|
2019
Q1 | $0 | Hold |
60,070
| – | – | ﹤0.01% | 26 |
|
|
2018
Q4 | $0 | Hold |
60,070
| – | – | ﹤0.01% | 56 |
|
|
2018
Q3 | $0 | Buy |
+60,070
| New | – | ﹤0.01% | 254 |
|