Beese Fulmer Investment Management’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 | $241K | Hold |
4,750
| – | – | 0.02% | 260 |
|
|
2025
Q1 | $224K | Hold |
4,750
| – | – | 0.02% | 226 |
|
|
2024
Q4 | $220K | Hold |
4,750
| – | – | 0.02% | 211 |
|
|
2024
Q3 | $217K | Buy |
+4,750
| New | +$217K | 0.02% | 219 |
|
|
2020
Q3 | – | Sell |
-4,750
| Closed | -$78K | – | 310 |
|
|
2020
Q2 | $78K | Buy |
+4,750
| New | +$78K | 0.01% | 269 |
|