Petrus Trust Company, Lta Cbiz, Inc. Transaction History

Petrus Trust Company, Lta

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$51.45 - $56.72 $12,811 - $14,123	-249 Reduced 5.23%	4,516 $234,000
Q2 2023 Aug 14, 2023	BUY	$48.43 - $54.61 $230,768 - $260,216	4,765 New	4,765 $253,000
Q4 2022 Feb 14, 2023	BUY	$43.77 - $50.51 $225,065 - $259,722	5,142 New	5,142 $240,000
Q4 2020 Feb 16, 2021	SELL	$22.37 - $26.82 $267,008 - $320,123	-11,936 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$22.14 - $25.68 $36,331 - $42,140	1,641 Added 15.94%	11,936 $273,000
Q2 2020 Aug 14, 2020	BUY	$20.02 - $26.3 $206,105 - $270,758	10,295 New	10,295 $247,000

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...

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