A detailed history of Pathstone Holdings, LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Pathstone Holdings, LLC holds 23,645 shares of CBZ stock, worth $1.96 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
23,645
Previous 20,718 14.13%
Holding current value
$1.96 Million
Previous $1.54 Million 3.65%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2024

BUY
$64.51 - $86.02 $188,820 - $251,780
2,927 Added 14.13%
23,645 $1.59 Million
Q2 2024

Aug 14, 2024

BUY
$71.18 - $78.99 $90,825 - $100,791
1,276 Added 6.56%
20,718 $1.54 Million
Q1 2024

May 13, 2024

BUY
$60.7 - $78.5 $906,433 - $1.17 Million
14,933 Added 331.18%
19,442 $1.53 Million
Q4 2023

Feb 14, 2024

BUY
$50.14 - $62.76 $226,081 - $282,984
4,509 New
4,509 $282,000

Others Institutions Holding CBZ

About CBIZ, Inc.


  • Ticker CBZ
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 51,402,000
  • Market Cap $4.25B
  • 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
Track This Portfolio

Track Pathstone Holdings, LLC Portfolio

Follow Pathstone Holdings, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pathstone Holdings, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathstone Holdings, LLC with notifications on news.