Baird Financial Group’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
Q3 | $1.09M | Hold |
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|
2025
Q2 | $1.08M | Hold |
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|
2025
Q1 | $1M | Hold |
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|
2024
Q4 | $983K | Hold |
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|
2024
Q3 | $968K | Buy |
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|
2024
Q2 | $342K | Hold |
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|
2024
Q1 | $347K | Sell |
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|
2023
Q4 | $411K | Sell |
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|
2023
Q3 | $312K | Buy |
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|
2023
Q2 | $277K | Sell |
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|
2023
Q1 | $298K | Buy |
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|
2022
Q4 | $356K | Hold |
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|
2022
Q3 | $315K | Hold |
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|
2022
Q2 | $304K | Buy |
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|
2022
Q1 | $303K | Hold |
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $265K | Hold |
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|
2021
Q2 | $250K | Hold |
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|
2021
Q1 | $229K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $251K | Hold |
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|
2019
Q3 | $230K | Sell |
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|
2019
Q2 | $232K | Sell |
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|
2019
Q1 | $271K | Hold |
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|
2018
Q4 | $264K | Hold |
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|
2018
Q3 | $310K | Hold |
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|
2018
Q2 | $352K | Buy |
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|
2018
Q1 | $294K | Buy |
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|
2017
Q4 | $218K | Hold |
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|
2017
Q3 | $224K | Hold |
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|
2017
Q2 | $227K | Hold |
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|
2017
Q1 | $256K | Hold |
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|
2016
Q4 | $234K | Hold |
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|
2016
Q3 | $232K | Hold |
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|
2016
Q2 | $231K | Hold |
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|
2016
Q1 | $226K | Hold |
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|
2015
Q4 | $246K | Hold |
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|
2015
Q3 | $232K | Hold |
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|
2015
Q2 | $231K | Buy |
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