A detailed history of Meritage Portfolio Management transactions in Cbiz, Inc. stock. As of the latest transaction made, Meritage Portfolio Management holds 11,148 shares of CBZ stock, worth $830,748. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,148
Previous 11,148 -0.0%
Holding current value
$830,748
Previous $698,000 25.36%
% of portfolio
0.06%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

Apr 27, 2021

SELL
$25.61 - $34.03 $1,203 - $1,599
-47 Reduced 0.42%
11,148 $364,000
Q3 2020

Oct 26, 2020

SELL
$22.14 - $25.68 $17,158 - $19,902
-775 Reduced 6.47%
11,195 $256,000
Q2 2020

Jul 27, 2020

BUY
$20.02 - $26.3 $239,639 - $314,811
11,970 New
11,970 $287,000
Q1 2020

Apr 27, 2020

SELL
$17.27 - $28.5 $168,209 - $277,590
-9,740 Closed
0 $0
Q3 2019

Oct 25, 2019

BUY
$19.58 - $24.58 $190,709 - $239,409
9,740 New
9,740 $229,000

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
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