CBIZ INC

Ticker: CBZ CUSIP: 124805102 Class: Common Stock

Valeo Financial Advisors, LLC's Holding History (CIK: 0001722641)

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

Q4 2025
Shares 9,009 Value ($000) $455 Avg Close $52.58 Range $47.89 - $56.93
Q3 2025
Shares 14,753 Value ($000) $781 Avg Close $64.50 Range $50.51 - $77.91
Q2 2025
Shares 14,737 Value ($000) $1,057 Avg Close $72.34 Range $64.85 - $80.65
Q1 2025
Shares 12,077 Value ($000) $916 Avg Close $80.43 Range $66.01 - $90.13
Q4 2024
Shares 12,077 Value ($000) $988 Avg Close $74.77 Range $63.61 - $84.23
Q3 2024
Shares 12,077 Value ($000) $813 Avg Close $72.67 Range $62.66 - $86.36
Q2 2024
Shares 12,069 Value ($000) $894 Avg Close $75.57 Range $70.72 - $80.42
Q1 2024
Shares 13,669 Value ($000) $1,071 Avg Close $69.53 Range $60.59 - $79.55
Q4 2023
Shares 14,475 Value ($000) $906 Avg Close $56.46 Range $49.15 - $63.12
Q3 2023
Shares 14,475 Value ($000) $751 Avg Close $53.89 Range $50.10 - $56.96
Q2 2023
Shares 4,540 Value ($000) $242 Avg Close $51.44 Range $48.10 - $54.61
Q1 2020
Shares 800 Value ($000) $18 Avg Close $25.46 Range $16.85 - $28.73
Q4 2019
Shares 400 Value ($000) $11 Avg Close $26.02 Range $22.88 - $28.33