BHZ Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,279
| Closed | -$364K | – | 121 |
|
|
2022
Q3 | $364K | Sell |
11,279
-32,553
| -74% | -$1.05M | 0.15% | 94 |
|
|
2022
Q2 | $1.37M | Sell |
43,832
-77,961
| -64% | -$2.43M | 0.55% | 54 |
|
|
2022
Q1 | $4M | Sell |
121,793
-1,731
| -1% | -$56.8K | 1.35% | 19 |
|
|
2021
Q4 | $3.6M | Hold |
123,524
| – | – | 1.22% | 24 |
|
|
2021
Q3 | $3.55M | Hold |
123,524
| – | – | 1.21% | 27 |
|
|
2021
Q2 | $3.34M | Sell |
123,524
-14,431
| -10% | -$391K | 1.24% | 25 |
|
|
2021
Q1 | $3.41M | Buy |
137,955
+845
| +0.6% | +$20.9K | 1.08% | 27 |
|
|
2020
Q4 | $2.52M | Buy |
137,110
+3,183
| +2% | +$58.6K | 0.85% | 39 |
|
|
2020
Q3 | $1.91M | Buy |
133,927
+6,694
| +5% | +$95.7K | 0.81% | 37 |
|
|
2020
Q2 | $2.09M | Buy |
127,233
+1,572
| +1% | +$25.9K | 0.82% | 39 |
|
|
2020
Q1 | $1.95M | Sell |
125,661
-14,970
| -11% | -$232K | 0.73% | 43 |
|
|
2019
Q4 | $3.7M | Sell |
140,631
-4,367
| -3% | -$115K | 0.87% | 38 |
|
|
2019
Q3 | $3.49M | Sell |
144,998
-3,633
| -2% | -$87.5K | 0.85% | 35 |
|
|
2019
Q2 | $3.49M | Hold |
148,631
| – | – | 0.84% | 37 |
|
|
2019
Q1 | $2.98M | Buy |
148,631
+349
| +0.2% | +$6.99K | 0.75% | 43 |
|
|
2018
Q4 | $2.89M | Buy |
148,282
+86,914
| +142% | +$1.7M | 0.76% | 39 |
|
|
2018
Q3 | $1.42M | Buy |
61,368
+11,419
| +23% | +$265K | 0.36% | 74 |
|
|
2018
Q2 | $1.3M | Sell |
49,949
-4
| -0% | -$104 | 0.37% | 70 |
|
|
2018
Q1 | $1.26M | Buy |
49,953
+8,566
| +21% | +$216K | 0.41% | 66 |
|
|
2017
Q4 | $915K | Buy |
41,387
+1,910
| +5% | +$42.2K | 0.33% | 75 |
|
|
2017
Q3 | $898K | Buy |
39,477
+3,477
| +10% | +$79.1K | 0.29% | 81 |
|
|
2017
Q2 | $831K | Buy |
36,000
+9,168
| +34% | +$212K | 0.28% | 77 |
|
|
2017
Q1 | $697K | Buy |
26,832
+184
| +0.7% | +$4.78K | 0.27% | 78 |
|
|
2016
Q4 | $632K | Buy |
+26,648
| New | +$632K | 0.26% | 76 |
|