Geode Capital Management’s First Business Financial Services FBIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.39M | Buy |
185,361
+7,797
| +4% | +$395K | ﹤0.01% | 2407 |
|
|
2025
Q1 | $8.37M | Buy |
177,564
+5,994
| +3% | +$283K | ﹤0.01% | 2403 |
|
|
2024
Q4 | $7.94M | Sell |
171,570
-1,834
| -1% | -$84.9K | ﹤0.01% | 2500 |
|
|
2024
Q3 | $7.91M | Buy |
173,404
+2,200
| +1% | +$100K | ﹤0.01% | 2505 |
|
|
2024
Q2 | $6.33M | Buy |
171,204
+7,737
| +5% | +$286K | ﹤0.01% | 2596 |
|
|
2024
Q1 | $6.13M | Buy |
163,467
+7,736
| +5% | +$290K | ﹤0.01% | 2582 |
|
|
2023
Q4 | $6.25M | Buy |
155,731
+3,451
| +2% | +$138K | ﹤0.01% | 2590 |
|
|
2023
Q3 | $4.57M | Buy |
152,280
+9,211
| +6% | +$276K | ﹤0.01% | 2686 |
|
|
2023
Q2 | $4.22M | Buy |
143,069
+2,753
| +2% | +$81.2K | ﹤0.01% | 2779 |
|
|
2023
Q1 | $4.28M | Buy |
140,316
+3,193
| +2% | +$97.4K | ﹤0.01% | 2705 |
|
|
2022
Q4 | $5.01M | Buy |
137,123
+9,483
| +7% | +$347K | ﹤0.01% | 2665 |
|
|
2022
Q3 | $4.12M | Buy |
127,640
+314
| +0.2% | +$10.1K | ﹤0.01% | 2773 |
|
|
2022
Q2 | $3.97M | Buy |
127,326
+63,241
| +99% | +$1.97M | ﹤0.01% | 2824 |
|
|
2022
Q1 | $2.1M | Buy |
64,085
+1,114
| +2% | +$36.5K | ﹤0.01% | 3234 |
|
|
2021
Q4 | $1.84M | Hold |
62,971
| – | – | ﹤0.01% | 3405 |
|
|
2021
Q3 | $1.81M | Buy |
62,971
+1,210
| +2% | +$34.7K | ﹤0.01% | 3398 |
|
|
2021
Q2 | $1.67M | Sell |
61,761
-44,880
| -42% | -$1.21M | ﹤0.01% | 3343 |
|
|
2021
Q1 | $2.64M | Buy |
106,641
+105
| +0.1% | +$2.6K | ﹤0.01% | 3117 |
|
|
2020
Q4 | $1.96M | Buy |
106,536
+944
| +0.9% | +$17.4K | ﹤0.01% | 3099 |
|
|
2020
Q3 | $1.51M | Buy |
105,592
+1,258
| +1% | +$18K | ﹤0.01% | 3030 |
|
|
2020
Q2 | $1.72M | Buy |
104,334
+7,868
| +8% | +$129K | ﹤0.01% | 2918 |
|
|
2020
Q1 | $1.5M | Buy |
96,466
+2,180
| +2% | +$33.8K | ﹤0.01% | 2825 |
|
|
2019
Q4 | $2.48M | Buy |
94,286
+1,076
| +1% | +$28.3K | ﹤0.01% | 2879 |
|
|
2019
Q3 | $2.24M | Buy |
93,210
+156
| +0.2% | +$3.76K | ﹤0.01% | 2880 |
|
|
2019
Q2 | $2.19M | Buy |
93,054
+17,721
| +24% | +$416K | ﹤0.01% | 2899 |
|
|
2019
Q1 | $1.51M | Buy |
75,333
+3,460
| +5% | +$69.3K | ﹤0.01% | 3002 |
|
|
2018
Q4 | $1.4M | Buy |
71,873
+3,299
| +5% | +$64.4K | ﹤0.01% | 2955 |
|
|
2018
Q3 | $1.59M | Buy |
68,574
+1,742
| +3% | +$40.4K | ﹤0.01% | 3006 |
|
|
2018
Q2 | $1.74M | Buy |
66,832
+5,806
| +10% | +$151K | ﹤0.01% | 2930 |
|
|
2018
Q1 | $1.54M | Buy |
61,026
+983
| +2% | +$24.7K | ﹤0.01% | 2910 |
|
|
2017
Q4 | $1.33M | Sell |
60,043
-5,031
| -8% | -$111K | ﹤0.01% | 2979 |
|
|
2017
Q3 | $1.48M | Buy |
65,074
+2,084
| +3% | +$47.4K | ﹤0.01% | 2922 |
|
|
2017
Q2 | $1.45M | Buy |
62,990
+3,572
| +6% | +$82.4K | ﹤0.01% | 2909 |
|
|
2017
Q1 | $1.54M | Buy |
59,418
+2,118
| +4% | +$55K | ﹤0.01% | 2791 |
|
|
2016
Q4 | $1.36M | Buy |
57,300
+539
| +0.9% | +$12.8K | ﹤0.01% | 2842 |
|
|
2016
Q3 | $1.33M | Buy |
56,761
+1,534
| +3% | +$36K | ﹤0.01% | 2790 |
|
|
2016
Q2 | $1.3M | Sell |
55,227
-52
| -0.1% | -$1.22K | ﹤0.01% | 2757 |
|
|
2016
Q1 | $1.27K | Buy |
55,279
+1,476
| +3% | +$34 | ﹤0.01% | 2757 |
|
|
2015
Q4 | $1.35M | Buy |
53,803
+21,674
| +67% | +$542K | ﹤0.01% | 2746 |
|
|
2015
Q3 | $755K | Buy |
32,129
+26,689
| +491% | +$627K | ﹤0.01% | 3038 |
|
|
2015
Q2 | $255K | Buy |
5,440
+544
| +11% | +$25.5K | ﹤0.01% | 3502 |
|
|
2015
Q1 | $211K | Buy |
4,896
+256
| +6% | +$11K | ﹤0.01% | 3559 |
|
|
2014
Q4 | $221K | Buy |
4,640
+39
| +0.8% | +$1.86K | ﹤0.01% | 3544 |
|
|
2014
Q3 | $201K | Buy |
+4,601
| New | +$201K | ﹤0.01% | 3567 |
|