JFGIW
Johnson Financial Group Inc (Wisconsin)’s First Business Financial Services FBIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,196
| Closed | -$292K | – | 772 |
|
|
2025
Q1 | $292K | Buy |
+6,196
| New | +$292K | 0.01% | 292 |
|
|
2023
Q4 | – | Sell |
-21,216
| Closed | -$637K | – | 953 |
|
|
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% | -$59.7K | 0.05% | 155 |
|
|
2022
Q4 | $847K | Sell |
23,172
-21,215
| -48% | -$775K | 0.07% | 120 |
|
|
2022
Q3 | $1.69M | Hold |
44,387
| – | – | 0.16% | 67 |
|
|
2022
Q2 | $1.38M | Buy |
44,387
+42,431
| +2,169% | +$1.32M | 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 | +$48K | ﹤0.01% | 403 |
|