A detailed history of Assetmark, Inc transactions in Cbiz, Inc. stock. As of the latest transaction made, Assetmark, Inc holds 755 shares of CBZ stock, worth $57,742. This represents 0.0% of its overall portfolio holdings.

Number of Shares
755
Previous 755 -0.0%
Holding current value
$57,742
Previous $55,000 9.09%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

SELL
$60.7 - $78.5 $9,105 - $11,775
-150 Reduced 16.57%
755 $59,000
Q4 2023

Feb 09, 2024

BUY
$50.14 - $62.76 $9,025 - $11,296
180 Added 24.83%
905 $56,000
Q1 2023

May 05, 2023

BUY
$45.6 - $51.1 $33,060 - $37,047
725 New
725 $35,000
Q1 2018

May 16, 2018

SELL
$15.7 - $19.4 $1,491 - $1,842
-95 Closed
0 $0
Q4 2017

Feb 13, 2018

BUY
$14.75 - $17.25 $781 - $914
53 Added 126.19%
95 $1,000
Q3 2017

Nov 08, 2017

BUY
$14.45 - $16.5 $606 - $693
42
42 $1,000

Others Institutions Holding CBZ

About CBIZ, Inc.


  • Ticker CBZ
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 51,402,000
  • Market Cap $3.93B
  • Description
  • CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company operates through three segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healt...
More about CBZ
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