EAM Investors’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 | – | Sell |
-17,624
| Closed | -$831K | – | 277 |
|
|
2025
Q1 | $831K | Buy |
+17,624
| New | +$831K | 0.14% | 177 |
|
|
2024
Q4 | – | Sell |
-15,001
| Closed | -$684K | – | 288 |
|
|
2024
Q3 | $684K | Buy |
+15,001
| New | +$684K | 0.1% | 209 |
|
|
2024
Q1 | – | Sell |
-18,274
| Closed | -$733K | – | 274 |
|
|
2023
Q4 | $733K | Buy |
+18,274
| New | +$733K | 0.13% | 189 |
|
|
2023
Q1 | – | Sell |
-32,334
| Closed | -$1.18M | – | 294 |
|
|
2022
Q4 | $1.18M | Sell |
32,334
-101
| -0.3% | -$3.69K | 0.24% | 192 |
|
|
2022
Q3 | $1.05M | Sell |
32,435
-5,519
| -15% | -$178K | 0.23% | 199 |
|
|
2022
Q2 | $1.18M | Sell |
37,954
-448
| -1% | -$14K | 0.29% | 161 |
|
|
2022
Q1 | $1.26M | Buy |
+38,402
| New | +$1.26M | 0.23% | 225 |
|
|
2016
Q3 | – | Sell |
-51,948
| Closed | -$1.22M | – | 316 |
|
|
2016
Q2 | $1.22M | Hold |
51,948
| – | – | 0.18% | 224 |
|
|
2016
Q1 | $1.19M | Sell |
51,948
-18,027
| -26% | -$413K | 0.19% | 210 |
|
|
2015
Q4 | $1.75M | Buy |
+69,975
| New | +$1.75M | 0.23% | 177 |
|
|
2015
Q2 | – | Sell |
-59,944
| Closed | -$1.3M | – | 336 |
|
|
2015
Q1 | $1.3M | Buy |
59,944
+578
| +1% | +$12.5K | 0.15% | 266 |
|
|
2014
Q4 | $1.42M | Sell |
59,366
-19,860
| -25% | -$476K | 0.2% | 229 |
|
|
2014
Q3 | $1.74M | Hold |
79,226
| – | – | 0.35% | 91 |
|
|
2014
Q2 | $1.86M | Buy |
+79,226
| New | +$1.86M | 0.35% | 75 |
|