Xponance’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
4,078
+458
| +13% | +$32.8K | ﹤0.01% | 1154 |
|
|
2025
Q1 | $275K | Buy |
3,620
+195
| +6% | +$14.8K | ﹤0.01% | 1133 |
|
|
2024
Q4 | $280K | Buy |
3,425
+299
| +10% | +$24.5K | ﹤0.01% | 1147 |
|
|
2024
Q3 | $210K | Buy |
3,126
+87
| +3% | +$5.85K | ﹤0.01% | 1235 |
|
|
2024
Q2 | $225K | Buy |
3,039
+142
| +5% | +$10.5K | ﹤0.01% | 1142 |
|
|
2024
Q1 | $227K | Buy |
+2,897
| New | +$227K | ﹤0.01% | 1144 |
|