Taylor Frigon Core Growth Fund CBZ Holdings History
Taylor Frigon Core Growth Fund's CBIZ Inc Holding Summary
As of 2025-05-31, PFS FUNDS held 7,937.00 shares of CBIZ Inc(CBZ), totaling $573,370.00. This investment constitutes 2.03% of their stock portfolio, and PFS FUNDS now holds 0.01% of the outstanding CBIZ Inc(CBZ) stock.
The initial trade took place in 2024Q4. And since then Taylor Frigon Core Growth Fund has made 2 purchases of CBZ, at an average price of $75.81, for a total of 7,937.00 shares. Based on historical transaction data and CBZ's current price of $74.70, Taylor Frigon Core Growth Fund's estimated gain on his CBZ holdings is $-8,847.24, reflecting a -1.47% gain to date.
Taylor Frigon Core Growth Fund CBZ ($74.70) Holding Chart
Taylor Frigon Core Growth Fund CBZ ($74.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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