AssetMark Inc’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405 | Buy |
+8
| New | +$405 | ﹤0.01% | 2783 |
|
|
2024
Q3 | – | Sell |
-35
| Closed | -$1.3K | – | 2289 |
|
|
2024
Q2 | $1.3K | Buy |
+35
| New | +$1.3K | ﹤0.01% | 1818 |
|
|
2019
Q2 | – | Sell |
-2,447
| Closed | -$49K | – | 1361 |
|
|
2019
Q1 | $49K | Sell |
2,447
-290
| -11% | -$5.81K | ﹤0.01% | 702 |
|
|
2018
Q4 | $53K | Sell |
2,737
-448
| -14% | -$8.68K | ﹤0.01% | 672 |
|
|
2018
Q3 | $74K | Buy |
3,185
+47
| +1% | +$1.09K | ﹤0.01% | 655 |
|
|
2018
Q2 | $82K | Buy |
3,138
+1,132
| +56% | +$29.6K | ﹤0.01% | 611 |
|
|
2018
Q1 | $50K | Buy |
+2,006
| New | +$50K | ﹤0.01% | 730 |
|