1834 Investment Advisors’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
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|
2025
Q1 | $312K | Buy |
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|
2024
Q4 | $305K | Buy |
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|
2024
Q3 | $298K | Buy |
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|
2024
Q2 | $241K | Buy |
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|
2024
Q1 | $242K | Buy |
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|
2023
Q4 | $257K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q3 | $201K | Buy |
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|
2022
Q2 | $193K | Buy |
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|
2022
Q1 | $201K | Buy |
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|
2021
Q4 | $178K | Buy |
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|
2021
Q3 | $174K | Buy |
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|
2021
Q2 | $163K | Buy |
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|
2021
Q1 | $148K | Buy |
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|
2020
Q4 | $109K | Buy |
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|
2020
Q3 | $84K | Buy |
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|
2020
Q2 | $96K | Buy |
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|
2020
Q1 | $90K | Buy |
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|
2019
Q4 | $151K | Buy |
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|
2019
Q3 | $137K | Buy |
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|
2019
Q2 | $133K | Buy |
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|
2019
Q1 | $113K | Buy |
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|
2018
Q4 | $109K | Buy |
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|
2018
Q3 | $129K | Buy |
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|
2018
Q2 | $144K | Buy |
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|
2018
Q1 | $138K | Buy |
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|
2017
Q4 | $121K | Buy |
|