Bank of New York Mellon’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 | $1.69M | Buy |
33,458
+1,034
| +3% | +$52.4K | ﹤0.01% | 2819 |
|
|
2025
Q1 | $1.53M | Sell |
32,424
-685
| -2% | -$32.3K | ﹤0.01% | 2802 |
|
|
2024
Q4 | $1.53M | Buy |
33,109
+1,653
| +5% | +$76.5K | ﹤0.01% | 2872 |
|
|
2024
Q3 | $1.43M | Sell |
31,456
-6,435
| -17% | -$293K | ﹤0.01% | 2920 |
|
|
2024
Q2 | $1.4M | Buy |
37,891
+1,998
| +6% | +$73.9K | ﹤0.01% | 2997 |
|
|
2024
Q1 | $1.35M | Sell |
35,893
-1,788
| -5% | -$67.1K | ﹤0.01% | 2986 |
|
|
2023
Q4 | $1.51M | Sell |
37,681
-551
| -1% | -$22.1K | ﹤0.01% | 2964 |
|
|
2023
Q3 | $1.15M | Buy |
38,232
+85
| +0.2% | +$2.55K | ﹤0.01% | 3075 |
|
|
2023
Q2 | $1.12M | Sell |
38,147
-705
| -2% | -$20.8K | ﹤0.01% | 3122 |
|
|
2023
Q1 | $1.19M | Sell |
38,852
-834
| -2% | -$25.4K | ﹤0.01% | 3064 |
|
|
2022
Q4 | $1.45M | Buy |
39,686
+1,810
| +5% | +$66.2K | ﹤0.01% | 3014 |
|
|
2022
Q3 | $1.22M | Buy |
37,876
+2,196
| +6% | +$71K | ﹤0.01% | 3103 |
|
|
2022
Q2 | $1.11M | Buy |
35,680
+19,009
| +114% | +$593K | ﹤0.01% | 3163 |
|
|
2022
Q1 | $547K | Buy |
16,671
+564
| +4% | +$18.5K | ﹤0.01% | 3655 |
|
|
2021
Q4 | $469K | Sell |
16,107
-5,346
| -25% | -$156K | ﹤0.01% | 3851 |
|
|
2021
Q3 | $616K | Sell |
21,453
-189
| -0.9% | -$5.43K | ﹤0.01% | 3680 |
|
|
2021
Q2 | $585K | Sell |
21,642
-20,929
| -49% | -$566K | ﹤0.01% | 3693 |
|
|
2021
Q1 | $1.05M | Buy |
42,571
+986
| +2% | +$24.4K | ﹤0.01% | 3301 |
|
|
2020
Q4 | $766K | Sell |
41,585
-9,928
| -19% | -$183K | ﹤0.01% | 3404 |
|
|
2020
Q3 | $736K | Sell |
51,513
-5,956
| -10% | -$85.1K | ﹤0.01% | 3296 |
|
|
2020
Q2 | $946K | Sell |
57,469
-3,971
| -6% | -$65.4K | ﹤0.01% | 3147 |
|
|
2020
Q1 | $953K | Sell |
61,440
-3,405
| -5% | -$52.8K | ﹤0.01% | 3018 |
|
|
2019
Q4 | $1.71M | Buy |
64,845
+16,936
| +35% | +$446K | ﹤0.01% | 2914 |
|
|
2019
Q3 | $1.15M | Sell |
47,909
-494
| -1% | -$11.9K | ﹤0.01% | 3081 |
|
|
2019
Q2 | $1.14M | Buy |
48,403
+541
| +1% | +$12.7K | ﹤0.01% | 3126 |
|
|
2019
Q1 | $958K | Buy |
47,862
+809
| +2% | +$16.2K | ﹤0.01% | 3212 |
|
|
2018
Q4 | $918K | Sell |
47,053
-4,384
| -9% | -$85.5K | ﹤0.01% | 3155 |
|
|
2018
Q3 | $1.19M | Buy |
51,437
+899
| +2% | +$20.8K | ﹤0.01% | 3160 |
|
|
2018
Q2 | $1.31M | Sell |
50,538
-416
| -0.8% | -$10.8K | ﹤0.01% | 3100 |
|
|
2018
Q1 | $1.28M | Buy |
50,954
+642
| +1% | +$16.2K | ﹤0.01% | 3067 |
|
|
2017
Q4 | $1.11M | Buy |
50,312
+2,431
| +5% | +$53.8K | ﹤0.01% | 3174 |
|
|
2017
Q3 | $1.09M | Buy |
47,881
+1,594
| +3% | +$36.3K | ﹤0.01% | 3168 |
|
|
2017
Q2 | $1.07M | Buy |
46,287
+1,060
| +2% | +$24.5K | ﹤0.01% | 3211 |
|
|
2017
Q1 | $1.17M | Buy |
45,227
+2,202
| +5% | +$57.2K | ﹤0.01% | 3150 |
|
|
2016
Q4 | $1.02M | Buy |
43,025
+6,421
| +18% | +$152K | ﹤0.01% | 3254 |
|
|
2016
Q3 | $860K | Sell |
36,604
-972
| -3% | -$22.8K | ﹤0.01% | 3255 |
|
|
2016
Q2 | $882K | Buy |
37,576
+621
| +2% | +$14.6K | ﹤0.01% | 3228 |
|
|
2016
Q1 | $847K | Buy |
36,955
+1,354
| +4% | +$31K | ﹤0.01% | 3166 |
|
|
2015
Q4 | $890K | Buy |
35,601
+4,092
| +13% | +$102K | ﹤0.01% | 3235 |
|
|
2015
Q3 | $741K | Sell |
31,509
-2,619
| -8% | -$61.6K | ﹤0.01% | 3340 |
|
|
2015
Q2 | $800K | Buy |
34,128
+1,184
| +4% | +$27.8K | ﹤0.01% | 3453 |
|
|
2015
Q1 | $712K | Buy |
32,944
+318
| +1% | +$6.87K | ﹤0.01% | 3472 |
|
|
2014
Q4 | $781K | Buy |
32,626
+6,282
| +24% | +$150K | ﹤0.01% | 3437 |
|
|
2014
Q3 | $579K | Buy |
26,344
+26
| +0.1% | +$571 | ﹤0.01% | 3566 |
|
|
2014
Q2 | $619K | Buy |
+26,318
| New | +$619K | ﹤0.01% | 3535 |
|