A detailed history of Roundview Capital LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Roundview Capital LLC holds 44,378 shares of CBZ stock, worth $3.61 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
44,378
Previous 50,411 11.97%
Holding current value
$3.61 Million
Previous $3.74 Million 20.05%
% of portfolio
0.22%
Previous 0.3%

Shares

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

Nov 14, 2024

SELL
$64.51 - $86.02 $389,188 - $518,958
-6,033 Reduced 11.97%
44,378 $2.99 Million
Q2 2024

Aug 09, 2024

BUY
$71.18 - $78.99 $322,445 - $357,824
4,530 Added 9.87%
50,411 $3.74 Million
Q1 2023

May 09, 2023

BUY
$45.6 - $51.1 $245,145 - $274,713
5,376 Added 13.27%
45,881 $2.27 Million
Q4 2022

Feb 13, 2023

SELL
$43.77 - $50.51 $157,572 - $181,836
-3,600 Reduced 8.16%
40,505 $1.9 Million
Q3 2022

Nov 10, 2022

SELL
$39.89 - $48.01 $233,356 - $280,858
-5,850 Reduced 11.71%
44,105 $1.89 Million
Q2 2022

Aug 11, 2022

SELL
$37.17 - $43.74 $195,142 - $229,635
-5,250 Reduced 9.51%
49,955 $2 Million
Q1 2022

May 11, 2022

SELL
$37.19 - $41.97 $33,471 - $37,773
-900 Reduced 1.6%
55,205 $2.32 Million
Q4 2021

Feb 10, 2022

BUY
$33.06 - $40.19 $1.85 Million - $2.25 Million
56,105 New
56,105 $2.2 Million

Others Institutions Holding CBZ

About CBIZ, Inc.


  • Ticker CBZ
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 51,402,000
  • Market Cap $4.18B
  • 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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