A detailed history of Jfs Wealth Advisors, LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 18 shares of CBZ stock, worth $1,401. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18
Previous 12 50.0%
Holding current value
$1,401
Previous $0 Infinity%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$64.51 - $86.02 $387 - $516
6 Added 50.0%
18 $1,000
Q4 2023

Feb 07, 2024

SELL
$50.14 - $62.76 $50 - $62
-1 Reduced 7.69%
12 $0
Q3 2023

Nov 02, 2023

BUY
$51.45 - $56.72 $51 - $56
1 Added 8.33%
13 $0
Q1 2023

Apr 19, 2023

BUY
$45.6 - $51.1 $45 - $51
1 Added 9.09%
12 $0
Q3 2022

Oct 21, 2022

BUY
$39.89 - $48.01 $159 - $192
4 Added 57.14%
11 $0
Q2 2022

Aug 02, 2022

BUY
$37.17 - $43.74 $260 - $306
7 New
7 $0

Others Institutions Holding CBZ

About CBIZ, Inc.


  • 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...
More about CBZ
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