Martingale Asset Management’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 | $375K | Sell |
7,394
-507
| -6% | -$25.7K | 0.01% | 669 |
|
|
2025
Q1 | $373K | Sell |
7,901
-4,953
| -39% | -$234K | 0.01% | 649 |
|
|
2024
Q4 | $595K | Buy |
12,854
+640
| +5% | +$29.6K | 0.01% | 574 |
|
|
2024
Q3 | $557K | Sell |
12,214
-2,308
| -16% | -$105K | 0.01% | 604 |
|
|
2024
Q2 | $537K | Hold |
14,522
| – | – | 0.01% | 579 |
|
|
2024
Q1 | $545K | Hold |
14,522
| – | – | 0.01% | 602 |
|
|
2023
Q4 | $582K | Sell |
14,522
-101
| -0.7% | -$4.05K | 0.01% | 575 |
|
|
2023
Q3 | $439K | Hold |
14,623
| – | – | 0.01% | 634 |
|
|
2023
Q2 | $431K | Sell |
14,623
-2
| -0% | -$59 | 0.01% | 641 |
|
|
2023
Q1 | $446K | Buy |
14,625
+7,101
| +94% | +$217K | 0.01% | 640 |
|
|
2022
Q4 | $275K | Buy |
7,524
+703
| +10% | +$25.7K | 0.01% | 733 |
|
|
2022
Q3 | $221K | Buy |
+6,821
| New | +$221K | ﹤0.01% | 766 |
|
|
2021
Q2 | – | Sell |
-11,410
| Closed | -$283K | – | 856 |
|
|
2021
Q1 | $283K | Hold |
11,410
| – | – | ﹤0.01% | 758 |
|
|
2020
Q4 | $211K | Sell |
11,410
-20,800
| -65% | -$385K | ﹤0.01% | 826 |
|
|
2020
Q3 | $461K | Sell |
32,210
-20,403
| -39% | -$292K | 0.01% | 828 |
|
|
2020
Q2 | $866K | Hold |
52,613
| – | – | 0.01% | 768 |
|
|
2020
Q1 | $816K | Sell |
52,613
-200
| -0.4% | -$3.1K | 0.01% | 727 |
|
|
2019
Q4 | $1.39M | Buy |
52,813
+4,300
| +9% | +$113K | 0.01% | 688 |
|
|
2019
Q3 | $1.17M | Buy |
48,513
+1,200
| +3% | +$28.9K | 0.01% | 734 |
|
|
2019
Q2 | $1.11M | Hold |
47,313
| – | – | 0.01% | 750 |
|
|
2019
Q1 | $948K | Buy |
47,313
+2,000
| +4% | +$40.1K | 0.01% | 790 |
|
|
2018
Q4 | $885K | Sell |
45,313
-2,300
| -5% | -$44.9K | 0.01% | 759 |
|
|
2018
Q3 | $1.1M | Sell |
47,613
-4
| -0% | -$93 | 0.01% | 706 |
|
|
2018
Q2 | $1.24M | Sell |
47,617
-1,300
| -3% | -$33.8K | 0.02% | 696 |
|
|
2018
Q1 | $1.23M | Hold |
48,917
| – | – | 0.02% | 684 |
|
|
2017
Q4 | $1.08M | Buy |
48,917
+2,902
| +6% | +$64.2K | 0.01% | 688 |
|
|
2017
Q3 | $1.05M | Sell |
46,015
-700
| -1% | -$15.9K | 0.01% | 714 |
|
|
2017
Q2 | $1.08M | Buy |
46,715
+900
| +2% | +$20.8K | 0.02% | 701 |
|
|
2017
Q1 | $1.19M | Buy |
45,815
+5,501
| +14% | +$143K | 0.02% | 681 |
|
|
2016
Q4 | $957K | Buy |
40,314
+1,500
| +4% | +$35.6K | 0.01% | 717 |
|
|
2016
Q3 | $913K | Buy |
38,814
+12,100
| +45% | +$285K | 0.01% | 710 |
|
|
2016
Q2 | $627K | Buy |
26,714
+5,311
| +25% | +$125K | 0.01% | 626 |
|
|
2016
Q1 | $491K | Sell |
21,403
-7,958
| -27% | -$183K | 0.01% | 653 |
|
|
2015
Q4 | $736K | Sell |
29,361
-1,656
| -5% | -$41.5K | 0.02% | 582 |
|
|
2015
Q3 | $730K | Sell |
31,017
-399
| -1% | -$9.39K | 0.02% | 567 |
|
|
2015
Q2 | $737K | Sell |
31,416
-1,602
| -5% | -$37.6K | 0.02% | 601 |
|
|
2015
Q1 | $714K | Sell |
33,018
-3,300
| -9% | -$71.4K | 0.02% | 623 |
|
|
2014
Q4 | $871K | Sell |
36,318
-1,600
| -4% | -$38.4K | 0.02% | 567 |
|
|
2014
Q3 | $833K | Buy |
+37,918
| New | +$833K | 0.03% | 551 |
|