Cwm, LLC Cbiz, Inc. Transaction History

Cwm, LLC

$25.1 Billion
Q1 2025

A detailed history of Cwm, LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Cwm, LLC holds 12,979 shares of CBZ stock, worth $939,679. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,979

Previous 14,787 12.23%

Holding current value

$939,679

Previous $1.21 Million 18.6%

% of portfolio

0.0%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$68.46 - $88.65 $123,775 - $160,279	-1,808 Reduced 12.23%	12,979 $985,000
Q4 2024 Feb 04, 2025	SELL	$63.78 - $83.43 $60,208 - $78,757	-944 Reduced 6.0%	14,787 $1.21 Million
Q3 2024 Oct 08, 2024	SELL	$64.51 - $86.02 $53,607 - $71,482	-831 Reduced 5.02%	15,731 $1.06 Million
Q2 2024 Jul 09, 2024	SELL	$71.18 - $78.99 $188,982 - $209,718	-2,655 Reduced 13.82%	16,562 $1.23 Million
Q1 2024 Apr 05, 2024	SELL	$60.7 - $78.5 $169,170 - $218,779	-2,787 Reduced 12.67%	19,217 $1.51 Million
Q4 2023 Feb 01, 2024	SELL	$50.14 - $62.76 $141,144 - $176,669	-2,815 Reduced 11.34%	22,004 $1.38 Million
Q3 2023 Oct 11, 2023	SELL	$51.45 - $56.72 $237,390 - $261,706	-4,614 Reduced 15.68%	24,819 $1.29 Million
Q2 2023 Aug 03, 2023	SELL	$48.43 - $54.61 $191,007 - $215,381	-3,944 Reduced 11.82%	29,433 $1.57 Million
Q1 2023 Apr 28, 2023	SELL	$45.6 - $51.1 $65,709 - $73,635	-1,441 Reduced 4.14%	33,377 $1.65 Million
Q4 2022 Feb 01, 2023	SELL	$43.77 - $50.51 $119,886 - $138,346	-2,739 Reduced 7.29%	34,818 $1.63 Million
Q3 2022 Oct 27, 2022	SELL	$39.89 - $48.01 $98,687 - $118,776	-2,474 Reduced 6.18%	37,557 $1.61 Million
Q2 2022 Jul 28, 2022	SELL	$37.17 - $43.74 $187,634 - $220,799	-5,048 Reduced 11.2%	40,031 $1.6 Million
Q1 2022 Apr 21, 2022	SELL	$37.19 - $41.97 $349,362 - $394,266	-9,394 Reduced 17.25%	45,079 $1.89 Million
Q4 2021 Jan 31, 2022	SELL	$33.06 - $40.19 $251,520 - $305,765	-7,608 Reduced 12.25%	54,473 $2.13 Million
Q1 2021 Sep 15, 2021	BUY	$25.61 - $34.03 $107,766 - $143,198	4,208 Added 7.27%	62,081 $2.03 Million
Q1 2021 Apr 27, 2021	SELL	$25.61 - $34.03 $107,766 - $143,198	-4,208 Reduced 6.78%	57,873 $1.89 Million
Q4 2020 Sep 15, 2021	BUY	$22.37 - $26.82 $269,312 - $322,885	12,039 Added 24.06%	62,081 $2.03 Million
Q4 2020 Jan 27, 2021	SELL	$22.37 - $26.82 $269,312 - $322,885	-12,039 Reduced 19.39%	50,042 $1.33 Million
Q3 2020 Sep 15, 2021	BUY	$22.14 - $25.68 $504,570 - $585,247	22,790 Added 58.0%	62,081 $2.03 Million
Q3 2020 Oct 19, 2020	SELL	$22.14 - $25.68 $504,570 - $585,247	-22,790 Reduced 36.71%	39,291 $899,000
Q2 2020 Sep 15, 2021	BUY	$20.02 - $26.3 $375,735 - $493,598	18,768 Added 43.33%	62,081 $2.03 Million
Q2 2020 Jul 22, 2020	SELL	$20.02 - $26.3 $375,735 - $493,598	-18,768 Reduced 30.23%	43,313 $1.04 Million
Q1 2020 Sep 15, 2021	BUY	$17.27 - $28.5 $433,356 - $715,150	25,093 Added 67.84%	62,081 $2.03 Million
Q1 2020 Apr 28, 2020	SELL	$17.27 - $28.5 $433,356 - $715,150	-25,093 Reduced 40.42%	36,988 $774,000
Q4 2019 Sep 14, 2021	BUY	$23.12 - $28.1 $1.44 Million - $1.74 Million	62,081 New	62,081 $2.03 Million
Q4 2019 Jan 27, 2020	SELL	$23.12 - $28.1 $1.44 Million - $1.74 Million	-62,081 Closed	0 $0
Q3 2019 Sep 14, 2021	BUY	$19.58 - $24.58 $1.22 Million - $1.53 Million	62,081 New	62,081 $2.03 Million
Q3 2019 Oct 22, 2019	SELL	$19.58 - $24.58 $1.22 Million - $1.53 Million	-62,081 Closed	0 $0
Q2 2019 Sep 14, 2021	BUY	$19.31 - $20.84 $1.2 Million - $1.29 Million	62,081 New	62,081 $2.03 Million
Q2 2019 Jul 31, 2019	SELL	$19.31 - $20.84 $1.2 Million - $1.29 Million	-62,081 Closed	0 $0
Q1 2019 Sep 02, 2021	BUY	$19.07 - $21.36 $1.18 Million - $1.33 Million	62,081 New	62,081 $0

Others Institutions Holding CBZ

# of Institutions

300

Shares Held

47.4M

Call Options Held

10K

Put Options Held

View Full List

About CBIZ, Inc.

Ticker CBZ
Exchange NYSE
Sector Industrials
Industry Specialty Business Services
Shares Outstandng 51,402,000
Market Cap $3.72B
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...

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