Johnson Financial Group Inc (Wisconsin)’s First Business Financial Services FBIZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,260	Closed	-$177K	–	926
2025 Q4	$177K	Hold	3,260	–	–	0.01%	338
2025 Q3	$167K	Buy	+3,260	New	+$167K	0.01%	378
2025 Q2	–	Sell	-6,196	Closed	-$292K	–	772
2025 Q1	$292K	Buy	+6,196	New	+$306K	0.01%	292
2023 Q4	–	Sell	-21,216	Closed	-$637K	–	952
2023 Q3	$637K	Hold	21,216	–	–	0.04%	149
2023 Q2	$626K	Hold	21,216	–	–	0.04%	161
2023 Q1	$647K	Sell	21,216 -1,956	-8%	-$67K	0.05%	155
2022 Q4	$847K	Sell	23,172 -21,215	-48%	-$780K	0.07%	120
2022 Q3	$1.69M	Hold	44,387	–	–	0.16%	67
2022 Q2	$1.38M	Buy	44,387 +42,431	+2,169%	+$1.42M	0.1%	91
2022 Q1	$64K	Hold	1,956	–	–	﹤0.01%	407
2021 Q4	$57K	Hold	1,956	–	–	﹤0.01%	431
2021 Q3	$56K	Hold	1,956	–	–	﹤0.01%	391
2021 Q2	$53K	Hold	1,956	–	–	﹤0.01%	404
2021 Q1	$48K	Buy	+1,956	New	+$44K	﹤0.01%	403