1IA
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 |
|