Creative Planning’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 | $607K | Sell |
11,983
-130
| -1% | -$6.59K | ﹤0.01% | 2282 |
|
|
2025
Q1 | $571K | Buy |
12,113
+5,160
| +74% | +$243K | ﹤0.01% | 2167 |
|
|
2024
Q4 | $322K | Buy |
6,953
+2,205
| +46% | +$102K | ﹤0.01% | 2591 |
|
|
2024
Q3 | $216K | Buy |
+4,748
| New | +$216K | ﹤0.01% | 2773 |
|
|
2015
Q2 | – | Sell |
-6,518
| Closed | -$141K | – | 1641 |
|
|
2015
Q1 | $141K | Hold |
6,518
| – | – | ﹤0.01% | 1372 |
|
|
2014
Q4 | $156K | Buy |
+6,518
| New | +$156K | ﹤0.01% | 1282 |
|