Diversified Trust CO Cbiz, Inc. Transaction History

Diversified Trust CO

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 17, 2023	BUY	$51.45 - $56.72 $12,913 - $14,236	251 Added 2.61%	9,881 $512,000
Q2 2023 Jul 18, 2023	BUY	$48.43 - $54.61 $13,463 - $15,181	278 Added 2.97%	9,630 $513,000
Q1 2023 Apr 07, 2023	BUY	$45.6 - $51.1 $10,260 - $11,497	225 Added 2.47%	9,352 $462,000
Q3 2022 Oct 14, 2022	SELL	$39.89 - $48.01 $56,883 - $68,462	-1,426 Reduced 13.51%	9,127 $390,000
Q2 2022 Jul 12, 2022	BUY	$37.17 - $43.74 $188,600 - $221,936	5,074 Added 92.61%	10,553 $422,000
Q1 2022 Apr 07, 2022	SELL	$37.19 - $41.97 $116,367 - $131,324	-3,129 Reduced 36.35%	5,479 $230,000
Q4 2021 Jan 13, 2022	BUY	$33.06 - $40.19 $284,580 - $345,955	8,608 New	8,608 $337,000
Q1 2021 May 10, 2021	SELL	$25.61 - $34.03 $263,450 - $350,066	-10,287 Closed	0 $0
Q4 2020 Jan 08, 2021	BUY	$22.37 - $26.82 $230,120 - $275,897	10,287 New	10,287 $274,000

295

47.3M

10.8K

300

Ticker CBZ
Exchange NYSE
Sector Industrials
Industry Specialty Business Services
Shares Outstandng 51,402,000
Market Cap $4B
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...

Get notified when there are updates to the investment portfolio of Diversified Trust CO, based on Form 13F filings with the SEC.

Stay updated on Diversified Trust CO with notifications on news.