MI
M3F Inc’s First Business Financial Services FBIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Buy |
96,561
+2,943
| +3% | +$149K | 1.38% | 18 |
|
|
2025
Q1 | $4.41M | Sell |
93,618
-3,534
| -4% | -$167K | 1.21% | 19 |
|
|
2024
Q4 | $4.5M | Sell |
97,152
-57,149
| -37% | -$2.65M | 1.3% | 18 |
|
|
2024
Q3 | $7.04M | Sell |
154,301
-63,781
| -29% | -$2.91M | 2.17% | 16 |
|
|
2024
Q2 | $8.07M | Sell |
218,082
-2,592
| -1% | -$95.9K | 2.99% | 14 |
|
|
2024
Q1 | $8.28M | Buy |
220,674
+1,333
| +0.6% | +$50K | 2.93% | 14 |
|
|
2023
Q4 | $8.8M | Sell |
219,341
-35,955
| -14% | -$1.44M | 2.79% | 12 |
|
|
2023
Q3 | $7.66M | Sell |
255,296
-640
| -0.3% | -$19.2K | 2.56% | 15 |
|
|
2023
Q2 | $7.55M | Sell |
255,936
-26,553
| -9% | -$783K | 2.37% | 15 |
|
|
2023
Q1 | $8.62M | Hold |
282,489
| – | – | 2.83% | 15 |
|
|
2022
Q4 | $10.3M | Sell |
282,489
-26,955
| -9% | -$985K | 3.16% | 12 |
|
|
2022
Q3 | $10M | Buy |
309,444
+18,273
| +6% | +$590K | 3.51% | 13 |
|
|
2022
Q2 | $9.08M | Buy |
291,171
+45,557
| +19% | +$1.42M | 2.95% | 12 |
|
|
2022
Q1 | $8.06M | Buy |
245,614
+3,395
| +1% | +$111K | 2.68% | 17 |
|
|
2021
Q4 | $7.07M | Hold |
242,219
| – | – | 2.37% | 17 |
|
|
2021
Q3 | $6.95M | Buy |
242,219
+2,765
| +1% | +$79.4K | 2.28% | 18 |
|
|
2021
Q2 | $6.48M | Hold |
239,454
| – | – | 2.3% | 16 |
|
|
2021
Q1 | $5.92M | Sell |
239,454
-8,142
| -3% | -$201K | 2.4% | 15 |
|
|
2020
Q4 | $4.56M | Sell |
247,596
-21,442
| -8% | -$395K | 2.16% | 17 |
|
|
2020
Q3 | $3.85M | Buy |
269,038
+9,073
| +3% | +$130K | 2.44% | 17 |
|
|
2020
Q2 | $4.28M | Sell |
259,965
-2,884
| -1% | -$47.4K | 3.17% | 12 |
|
|
2020
Q1 | $4.07M | Buy |
262,849
+20,203
| +8% | +$313K | 2.91% | 11 |
|
|
2019
Q4 | $6.39M | Sell |
242,646
-29,560
| -11% | -$778K | 4.99% | 5 |
|
|
2019
Q3 | $6.56M | Buy |
272,206
+17,950
| +7% | +$432K | 4.78% | 7 |
|
|
2019
Q2 | $5.98M | Buy |
254,256
+300
| +0.1% | +$7.05K | 5.12% | 6 |
|
|
2019
Q1 | $5.08M | Buy |
253,956
+27,490
| +12% | +$550K | 4.51% | 7 |
|
|
2018
Q4 | $4.42M | Buy |
226,466
+38,457
| +20% | +$750K | 4.08% | 9 |
|
|
2018
Q3 | $4.36M | Buy |
188,009
+50,155
| +36% | +$1.16M | 4.19% | 9 |
|
|
2018
Q2 | $3.58M | Hold |
137,854
| – | – | 3.87% | 12 |
|
|
2018
Q1 | $3.47M | Buy |
137,854
+30,543
| +28% | +$768K | 4.02% | 11 |
|
|
2017
Q4 | $2.37M | Buy |
107,311
+79,295
| +283% | +$1.75M | 3.09% | 13 |
|
|
2017
Q3 | $637K | Buy |
+28,016
| New | +$637K | 0.63% | 29 |
|
|
2013
Q4 | $7.15M | Sell |
189,864
-148,233
| -44% | -$5.58M | 9.28% | 3 |
|
|
2013
Q3 | $11M | Sell |
338,097
-5,907
| -2% | -$193K | 8.64% | 3 |
|
|
2013
Q2 | $10.3M | Buy |
+344,004
| New | +$10.3M | 6.54% | 3 |
|