1IA
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1834 Investment Advisors’s First Business Financial Services FBIZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$337K Buy
6,656
+39
+0.6% +$1.98K 0.04% 183
2025
Q1
$312K Buy
6,617
+36
+0.5% +$1.7K 0.04% 182
2024
Q4
$305K Buy
6,581
+34
+0.5% +$1.57K 0.04% 192
2024
Q3
$298K Buy
6,547
+39
+0.6% +$1.78K 0.03% 196
2024
Q2
$241K Buy
6,508
+47
+0.7% +$1.74K 0.03% 205
2024
Q1
$242K Buy
6,461
+42
+0.7% +$1.58K 0.03% 203
2023
Q4
$257K Buy
+6,419
New +$257K 0.03% 209
2023
Q1
Sell
-6,238
Closed -$228K 243
2022
Q4
$228K Buy
6,238
+31
+0.5% +$1.13K 0.03% 172
2022
Q3
$201K Buy
6,207
+34
+0.6% +$1.1K 0.03% 190
2022
Q2
$193K Buy
6,173
+36
+0.6% +$1.13K 0.03% 197
2022
Q1
$201K Buy
6,137
+35
+0.6% +$1.15K 0.02% 194
2021
Q4
$178K Buy
6,102
+36
+0.6% +$1.05K 0.02% 200
2021
Q3
$174K Buy
6,066
+38
+0.6% +$1.09K 0.02% 206
2021
Q2
$163K Buy
6,028
+39
+0.7% +$1.06K 0.02% 203
2021
Q1
$148K Buy
5,989
+48
+0.8% +$1.19K 0.02% 218
2020
Q4
$109K Buy
5,941
+49
+0.8% +$899 0.01% 227
2020
Q3
$84K Buy
5,892
+52
+0.9% +$741 0.01% 235
2020
Q2
$96K Buy
5,840
+63
+1% +$1.04K 0.02% 219
2020
Q1
$90K Buy
5,777
+36
+0.6% +$561 0.02% 226
2019
Q4
$151K Buy
5,741
+35
+0.6% +$921 0.02% 210
2019
Q3
$137K Buy
5,706
+36
+0.6% +$864 0.02% 221
2019
Q2
$133K Buy
5,670
+35
+0.6% +$821 0.02% 219
2019
Q1
$113K Buy
5,635
+38
+0.7% +$762 0.02% 223
2018
Q4
$109K Buy
5,597
+38
+0.7% +$740 0.02% 216
2018
Q3
$129K Buy
5,559
+34
+0.6% +$789 0.02% 221
2018
Q2
$144K Buy
5,525
+30
+0.5% +$782 0.02% 202
2018
Q1
$138K Buy
5,495
+32
+0.6% +$804 0.02% 196
2017
Q4
$121K Buy
+5,463
New +$121K 0.02% 219