Beese Fulmer Investment Management’s First Business Financial Services FBIZ Stock Holding History

Beese Fulmer Investment Management’s Portfolio FBIZ Stock Details FBIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$243K	Hold
2025 Q2	$241K	Hold
2025 Q1	$224K	Hold
2024 Q4	$220K	Hold
2024 Q3	$217K	Buy
2020 Q3	–	Sell
2020 Q2	$78K	Buy