Zurich Cantonal Bank’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Buy |
9,158
+1,152
| +14% | +$82.6K | ﹤0.01% | 1494 |
|
|
2025
Q1 | $607K | Hold |
8,006
| – | – | ﹤0.01% | 1481 |
|
|
2024
Q4 | $655K | Buy |
8,006
+626
| +8% | +$51.2K | ﹤0.01% | 1474 |
|
|
2024
Q3 | $497K | Hold |
7,380
| – | – | ﹤0.01% | 1565 |
|
|
2024
Q2 | $547K | Sell |
7,380
-2,239
| -23% | -$166K | ﹤0.01% | 1430 |
|
|
2024
Q1 | $755K | Sell |
9,619
-1,141
| -11% | -$89.6K | ﹤0.01% | 1221 |
|
|
2023
Q4 | $673K | Buy |
10,760
+3,404
| +46% | +$213K | ﹤0.01% | 1313 |
|
|
2023
Q3 | $382K | Buy |
7,356
+1,167
| +19% | +$60.6K | ﹤0.01% | 1561 |
|
|
2023
Q2 | $330K | Buy |
6,189
+689
| +13% | +$36.7K | ﹤0.01% | 1616 |
|
|
2023
Q1 | $272K | Hold |
5,500
| – | – | ﹤0.01% | 1683 |
|
|
2022
Q4 | $258K | Sell |
5,500
-874
| -14% | -$40.9K | ﹤0.01% | 1672 |
|
|
2022
Q3 | $273K | Hold |
6,374
| – | – | ﹤0.01% | 1563 |
|
|
2022
Q2 | $255K | Hold |
6,374
| – | – | ﹤0.01% | 1654 |
|
|
2022
Q1 | $268K | Hold |
6,374
| – | – | ﹤0.01% | 1716 |
|
|
2021
Q4 | $249K | Hold |
6,374
| – | – | ﹤0.01% | 1922 |
|
|
2021
Q3 | $206K | Hold |
6,374
| – | – | ﹤0.01% | 1901 |
|
|
2021
Q2 | $209K | Sell |
6,374
-1,072
| -14% | -$35.2K | ﹤0.01% | 1773 |
|
|
2021
Q1 | $243K | Buy |
7,446
+1,444
| +24% | +$47.1K | ﹤0.01% | 1678 |
|
|
2020
Q4 | $160K | Hold |
6,002
| – | – | ﹤0.01% | 1972 |
|
|
2020
Q3 | $137K | Hold |
6,002
| – | – | ﹤0.01% | 1833 |
|
|
2020
Q2 | $144K | Buy |
6,002
+1,232
| +26% | +$29.6K | ﹤0.01% | 1744 |
|
|
2020
Q1 | $100K | Buy |
4,770
+1,749
| +58% | +$36.7K | ﹤0.01% | 1605 |
|
|
2019
Q4 | $81K | Hold |
3,021
| – | – | ﹤0.01% | 1849 |
|
|
2019
Q3 | $71K | Hold |
3,021
| – | – | ﹤0.01% | 1798 |
|
|
2019
Q2 | $59K | Hold |
3,021
| – | – | ﹤0.01% | 1950 |
|
|
2019
Q1 | $61K | Sell |
3,021
-818
| -21% | -$16.5K | ﹤0.01% | 1881 |
|
|
2018
Q4 | $76K | Buy |
3,839
+1,361
| +55% | +$26.9K | ﹤0.01% | 1764 |
|
|
2018
Q3 | $59K | Hold |
2,478
| – | – | ﹤0.01% | 2053 |
|
|
2018
Q2 | $57K | Hold |
2,478
| – | – | ﹤0.01% | 2039 |
|
|
2018
Q1 | $45K | Hold |
2,478
| – | – | ﹤0.01% | 2127 |
|
|
2017
Q4 | $38K | Buy |
2,478
+388
| +19% | +$5.95K | ﹤0.01% | 2195 |
|
|
2017
Q3 | $34K | Hold |
2,090
| – | – | ﹤0.01% | 2028 |
|
|
2017
Q2 | $31K | Buy |
2,090
+1,135
| +119% | +$16.8K | ﹤0.01% | 2044 |
|
|
2017
Q1 | $13K | Hold |
955
| – | – | ﹤0.01% | 2424 |
|
|
2016
Q4 | $13K | Hold |
955
| – | – | ﹤0.01% | 2388 |
|
|
2016
Q3 | $11K | Hold |
955
| – | – | ﹤0.01% | 2390 |
|
|
2016
Q2 | $10K | Hold |
955
| – | – | ﹤0.01% | 2371 |
|
|
2016
Q1 | $10K | Hold |
955
| – | – | ﹤0.01% | 2351 |
|
|
2015
Q4 | $9K | Hold |
955
| – | – | ﹤0.01% | 2415 |
|
|
2015
Q3 | $9K | Buy |
+955
| New | +$9K | ﹤0.01% | 2091 |
|