A detailed history of Ci Private Wealth, LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Ci Private Wealth, LLC holds 9,382 shares of CBZ stock, worth $717,535. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,382
Previous 9,361 0.22%
Holding current value
$717,535
Previous $693,000 8.95%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$64.51 - $86.02 $1,354 - $1,806
21 Added 0.22%
9,382 $631,000
Q2 2024

Aug 13, 2024

SELL
$71.18 - $78.99 $66,339 - $73,618
-932 Reduced 9.05%
9,361 $693,000
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 $3.93B
  • 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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