Martingale Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
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|
2025
Q1 | $373K | Sell |
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|
2024
Q4 | $595K | Buy |
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|
2024
Q3 | $557K | Sell |
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|
2024
Q2 | $537K | Hold |
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|
2024
Q1 | $545K | Hold |
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|
2023
Q4 | $582K | Sell |
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|
2023
Q3 | $439K | Hold |
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|
2023
Q2 | $431K | Sell |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q4 | $275K | Buy |
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|
2022
Q3 | $221K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $283K | Hold |
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|
2020
Q4 | $211K | Sell |
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|
2020
Q3 | $461K | Sell |
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|
2020
Q2 | $866K | Hold |
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|
2020
Q1 | $816K | Sell |
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|
2019
Q4 | $1.39M | Buy |
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|
2019
Q3 | $1.17M | Buy |
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|
2019
Q2 | $1.11M | Hold |
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|
2019
Q1 | $948K | Buy |
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|
2018
Q4 | $885K | Sell |
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|
2018
Q3 | $1.1M | Sell |
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|
2018
Q2 | $1.24M | Sell |
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|
2018
Q1 | $1.23M | Hold |
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|
2017
Q4 | $1.08M | Buy |
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|
2017
Q3 | $1.05M | Sell |
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|
2017
Q2 | $1.08M | Buy |
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|
2017
Q1 | $1.19M | Buy |
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|
2016
Q4 | $957K | Buy |
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|
2016
Q3 | $913K | Buy |
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|
2016
Q2 | $627K | Buy |
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|
2016
Q1 | $491K | Sell |
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|
2015
Q4 | $736K | Sell |
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|
2015
Q3 | $730K | Sell |
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|
2015
Q2 | $737K | Sell |
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|
2015
Q1 | $714K | Sell |
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|
2014
Q4 | $871K | Sell |
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|
2014
Q3 | $833K | Buy |
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