Ameriprise’s First Business Financial Services FBIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
44,746
+20,557
| +85% | +$1.04M | ﹤0.01% | 2864 |
|
|
2025
Q1 | $1.14M | Sell |
24,189
-2,801
| -10% | -$132K | ﹤0.01% | 3131 |
|
|
2024
Q4 | $1.25M | Buy |
26,990
+16,048
| +147% | +$743K | ﹤0.01% | 3124 |
|
|
2024
Q3 | $499K | Sell |
10,942
-866
| -7% | -$39.5K | ﹤0.01% | 3462 |
|
|
2024
Q2 | $437K | Hold |
11,808
| – | – | ﹤0.01% | 3464 |
|
|
2024
Q1 | $443K | Hold |
11,808
| – | – | ﹤0.01% | 3456 |
|
|
2023
Q4 | $474K | Buy |
11,808
+962
| +9% | +$38.6K | ﹤0.01% | 3474 |
|
|
2023
Q3 | $325K | Hold |
10,846
| – | – | ﹤0.01% | 3563 |
|
|
2023
Q2 | $320K | Sell |
10,846
-5,556
| -34% | -$164K | ﹤0.01% | 3590 |
|
|
2023
Q1 | $500K | Buy |
16,402
+3,498
| +27% | +$107K | ﹤0.01% | 3426 |
|
|
2022
Q4 | $471K | Hold |
12,904
| – | – | ﹤0.01% | 3431 |
|
|
2022
Q3 | $416K | Buy |
12,904
+3,304
| +34% | +$107K | ﹤0.01% | 3456 |
|
|
2022
Q2 | $299K | Hold |
9,600
| – | – | ﹤0.01% | 3561 |
|
|
2022
Q1 | $315K | Hold |
9,600
| – | – | ﹤0.01% | 3622 |
|
|
2021
Q4 | $280K | Hold |
9,600
| – | – | ﹤0.01% | 3691 |
|
|
2021
Q3 | $276K | Sell |
9,600
-4,000
| -29% | -$115K | ﹤0.01% | 3604 |
|
|
2021
Q2 | $368K | Hold |
13,600
| – | – | ﹤0.01% | 3564 |
|
|
2021
Q1 | $336K | Hold |
13,600
| – | – | ﹤0.01% | 3549 |
|
|
2020
Q4 | $251K | Buy |
13,600
+1,372
| +11% | +$25.3K | ﹤0.01% | 3563 |
|
|
2020
Q3 | $174K | Sell |
12,228
-4,669
| -28% | -$66.4K | ﹤0.01% | 3564 |
|
|
2020
Q2 | $277K | Sell |
16,897
-6,200
| -27% | -$102K | ﹤0.01% | 3388 |
|
|
2020
Q1 | $358K | Buy |
23,097
+1,905
| +9% | +$29.5K | ﹤0.01% | 3248 |
|
|
2019
Q4 | $558K | Buy |
21,192
+820
| +4% | +$21.6K | ﹤0.01% | 3296 |
|
|
2019
Q3 | $490K | Sell |
20,372
-805
| -4% | -$19.4K | ﹤0.01% | 3305 |
|
|
2019
Q2 | $497K | Sell |
21,177
-995
| -4% | -$23.4K | ﹤0.01% | 3330 |
|
|
2019
Q1 | $444K | Buy |
+22,172
| New | +$444K | ﹤0.01% | 3317 |
|
|
2018
Q3 | – | Sell |
-7,805
| Closed | -$203K | – | 3737 |
|
|
2018
Q2 | $203K | Sell |
7,805
-400
| -5% | -$10.4K | ﹤0.01% | 3478 |
|
|
2018
Q1 | $206K | Buy |
+8,205
| New | +$206K | ﹤0.01% | 3468 |
|
|
2017
Q3 | – | Sell |
-8,700
| Closed | -$201K | – | 3682 |
|
|
2017
Q2 | $201K | Buy |
+8,700
| New | +$201K | ﹤0.01% | 3551 |
|