A detailed history of Ci Private Wealth, LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Ci Private Wealth, LLC holds 10,293 shares of CBZ stock, worth $767,034. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,293
Previous 10,550 2.44%
Holding current value
$767,034
Previous $660,000 22.42%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 09, 2024

SELL
$60.7 - $78.5 $15,599 - $20,174
-257 Reduced 2.44%
10,293 $808,000
Q4 2023

Feb 09, 2024

BUY
$50.14 - $62.76 $98,374 - $123,135
1,962 Added 22.85%
10,550 $660,000
Q3 2023

Nov 03, 2023

SELL
$51.45 - $56.72 $215,112 - $237,146
-4,181 Reduced 32.74%
8,588 $445,000
Q2 2023

Aug 10, 2023

SELL
$48.43 - $54.61 $1,598 - $1,802
-33 Reduced 0.26%
12,769 $680,000
Q1 2023

May 15, 2023

BUY
$45.6 - $51.1 $583,771 - $654,182
12,802 New
12,802 $633,000

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
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.