CBIZ INC

Ticker: CBZ CUSIP: 124805102 Class: Common Stock

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 197 Value ($000) $10 Avg Close $52.58 Range $47.89 - $56.93
Q3 2025
Shares 793 Value ($000) $42 Avg Close $64.50 Range $50.51 - $77.91
Q2 2025
Shares 722 Value ($000) $52 Avg Close $72.34 Range $64.85 - $80.65
Q1 2025
Shares 272 Value ($000) $21 Avg Close $80.43 Range $66.01 - $90.13
Q4 2024
Shares 244 Value ($000) $20 Avg Close $74.77 Range $63.61 - $84.23
Q3 2024
Shares 221 Value ($000) $15 Avg Close $72.67 Range $62.66 - $86.36
Q2 2024
Shares 240 Value ($000) $17 Avg Close $75.57 Range $70.72 - $80.42
Q1 2024
Shares 221 Value ($000) $16 Avg Close $69.53 Range $60.59 - $79.55
Q4 2023
Shares 199 Value ($000) $12 Avg Close $56.46 Range $49.15 - $63.12
Q3 2023
Shares 189 Value ($000) $10 Avg Close $53.89 Range $50.10 - $56.96
Q2 2023
Shares 189 Value ($000) $10 Avg Close $51.44 Range $48.10 - $54.61
Q1 2023
Shares 189 Value ($000) $9 Avg Close $48.17 Range $45.22 - $51.85