A detailed history of Chicago Wealth Management, Inc. transactions in Cbiz, Inc. stock. As of the latest transaction made, Chicago Wealth Management, Inc. holds 14,000 shares of CBZ stock, worth $1.04 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
14,000
Previous 17,000 17.65%
Holding current value
$1.04 Million
Previous $1.06 Million 3.29%
% of portfolio
0.69%
Previous 0.73%

Shares

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

May 15, 2024

SELL
$60.7 - $78.5 $182,100 - $235,500
-3,000 Reduced 17.65%
14,000 $1.1 Million
Q2 2023

Aug 15, 2023

SELL
$48.43 - $54.61 $242,150 - $273,050
-5,000 Reduced 22.73%
17,000 $905,000
Q1 2022

May 13, 2022

SELL
$37.19 - $41.97 $185,950 - $209,850
-5,000 Reduced 18.52%
22,000 $923,000
Q1 2021

Apr 23, 2021

SELL
$25.61 - $34.03 $225,803 - $300,042
-8,817 Reduced 24.62%
27,000 $882,000
Q4 2020

Feb 03, 2021

SELL
$22.37 - $26.82 $22,370 - $26,820
-1,000 Reduced 2.72%
35,817 $953,000
Q4 2019

Feb 24, 2020

BUY
$23.12 - $28.1 $851,209 - $1.03 Million
36,817 New
36,817 $993,000

Others Institutions Holding CBZ

About CBIZ, Inc.


  • Ticker CBZ
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 51,402,000
  • Market Cap $3.83B
  • 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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