Cutler 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.89M | Buy |
155,799
+400
| +0.3% | +$20.3K | 2.75% | 6 |
|
|
2025
Q1 | $7.33M | Buy |
155,399
+2,200
| +1% | +$104K | 2.55% | 9 |
|
|
2024
Q4 | $7.09M | Sell |
153,199
-300
| -0.2% | -$13.9K | 2.47% | 8 |
|
|
2024
Q3 | $7M | Hold |
153,499
| – | – | 2.47% | 10 |
|
|
2024
Q2 | $5.68M | Buy |
153,499
+636
| +0.4% | +$23.5K | 2.22% | 12 |
|
|
2024
Q1 | $5.73M | Buy |
152,863
+349
| +0.2% | +$13.1K | 2.25% | 12 |
|
|
2023
Q4 | $6.12M | Buy |
152,514
+344
| +0.2% | +$13.8K | 2.53% | 10 |
|
|
2023
Q3 | $4.57M | Buy |
152,170
+754
| +0.5% | +$22.6K | 2.06% | 16 |
|
|
2023
Q2 | $4.47M | Buy |
151,416
+5,991
| +4% | +$177K | 2.1% | 15 |
|
|
2023
Q1 | $4.44M | Buy |
145,425
+9,675
| +7% | +$295K | 1.98% | 17 |
|
|
2022
Q4 | $4.96M | Hold |
135,750
| – | – | 2.04% | 12 |
|
|
2022
Q3 | $4.39M | Buy |
135,750
+700
| +0.5% | +$22.6K | 2.03% | 13 |
|
|
2022
Q2 | $4.21M | Buy |
135,050
+2,450
| +2% | +$76.4K | 1.63% | 21 |
|
|
2022
Q1 | $4.35M | Buy |
132,600
+1,600
| +1% | +$52.5K | 1.55% | 21 |
|
|
2021
Q4 | $3.82M | Buy |
131,000
+4,000
| +3% | +$117K | 1.39% | 29 |
|
|
2021
Q3 | $3.65M | Buy |
127,000
+20,000
| +19% | +$574K | 1.38% | 27 |
|
|
2021
Q2 | $2.9M | Buy |
107,000
+21,500
| +25% | +$582K | 1.11% | 32 |
|
|
2021
Q1 | $2.11M | Buy |
85,500
+16,500
| +24% | +$408K | 0.85% | 45 |
|
|
2020
Q4 | $1.27M | Buy |
69,000
+10,000
| +17% | +$184K | 0.55% | 55 |
|
|
2020
Q3 | $843K | Buy |
59,000
+6,500
| +12% | +$92.9K | 0.46% | 57 |
|
|
2020
Q2 | $864K | Hold |
52,500
| – | – | 0.46% | 61 |
|
|
2020
Q1 | $814K | Hold |
52,500
| – | – | 0.41% | 70 |
|
|
2019
Q4 | $1.38M | Hold |
52,500
| – | – | 0.49% | 59 |
|
|
2019
Q3 | $1.26M | Hold |
52,500
| – | – | 0.44% | 60 |
|
|
2019
Q2 | $1.23M | Hold |
52,500
| – | – | 0.5% | 57 |
|
|
2019
Q1 | $1.05M | Hold |
52,500
| – | – | 0.43% | 64 |
|
|
2018
Q4 | $1.02M | Buy |
52,500
+2,500
| +5% | +$48.8K | 0.46% | 60 |
|
|
2018
Q3 | $1.16M | Hold |
50,000
| – | – | 0.49% | 59 |
|
|
2018
Q2 | $1.3M | Buy |
50,000
+4,000
| +9% | +$104K | 0.55% | 55 |
|
|
2018
Q1 | $1.16M | Buy |
46,000
+1,000
| +2% | +$25.2K | 0.47% | 57 |
|
|
2017
Q4 | $995K | Buy |
+45,000
| New | +$995K | 0.39% | 56 |
|