Martingale Asset Management’s First Business Financial Services FBIZ Stock Holding History

Martingale Asset Management’s Portfolio FBIZ Stock Details FBIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$378K	Hold	7,004	–	–	0.01%	697
2025 Q4	$380K	Hold	7,004	–	–	0.01%	654
2025 Q3	$359K	Sell	7,004 -390	-5%	-$20K	0.01%	668
2025 Q2	$375K	Sell	7,394 -507	-6%	-$24.3K	0.01%	669
2025 Q1	$373K	Sell	7,901 -4,953	-39%	-$244K	0.01%	649
2024 Q4	$595K	Buy	12,854 +640	+5%	+$30K	0.01%	574
2024 Q3	$557K	Sell	12,214 -2,308	-16%	-$97.5K	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%	-$3.4K	0.01%	575
2023 Q3	$439K	Hold	14,623	–	–	0.01%	634
2023 Q2	$431K	Sell	14,623 -2	-0%	-$57	0.01%	641
2023 Q1	$446K	Buy	14,625 +7,101	+94%	+$243K	0.01%	640
2022 Q4	$275K	Buy	7,524 +703	+10%	+$25.9K	0.01%	733
2022 Q3	$221K	Buy	+6,821	New	+$226K	﹤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%	-$376K	﹤0.01%	826
2020 Q3	$461K	Sell	32,210 -20,403	-39%	-$317K	0.01%	828
2020 Q2	$866K	Hold	52,613	–	–	0.01%	768
2020 Q1	$816K	Sell	52,613 -200	-0.4%	-$4.57K	0.01%	727
2019 Q4	$1.39M	Buy	52,813 +4,300	+9%	+$107K	0.01%	688
2019 Q3	$1.17M	Buy	48,513 +1,200	+3%	+$28.2K	0.01%	734
2019 Q2	$1.11M	Hold	47,313	–	–	0.01%	750
2019 Q1	$948K	Buy	47,313 +2,000	+4%	+$42.3K	0.01%	790
2018 Q4	$885K	Sell	45,313 -2,300	-5%	-$47.7K	0.01%	759
2018 Q3	$1.1M	Sell	47,613 -4	-0%	-$94	0.01%	706
2018 Q2	$1.24M	Sell	47,617 -1,300	-3%	-$33.6K	0.02%	696
2018 Q1	$1.23M	Hold	48,917	–	–	0.02%	684
2017 Q4	$1.08M	Buy	48,917 +2,902	+6%	+$65.6K	0.01%	688
2017 Q3	$1.05M	Sell	46,015 -700	-1%	-$15.3K	0.01%	714
2017 Q2	$1.08M	Buy	46,715 +900	+2%	+$22K	0.02%	701
2017 Q1	$1.19M	Buy	45,815 +5,501	+14%	+$137K	0.02%	681
2016 Q4	$957K	Buy	40,314 +1,500	+4%	+$33.3K	0.01%	717
2016 Q3	$913K	Buy	38,814 +12,100	+45%	+$280K	0.01%	710
2016 Q2	$627K	Buy	26,714 +5,311	+25%	+$128K	0.01%	626
2016 Q1	$491K	Sell	21,403 -7,958	-27%	-$178K	0.01%	653
2015 Q4	$736K	Sell	29,361 -1,656	-5%	-$41.3K	0.02%	582
2015 Q3	$730K	Sell	31,017 -399	-1%	-$9.01K	0.02%	567
2015 Q2	$737K	Sell	31,416 -1,602	-5%	-$36.1K	0.02%	601
2015 Q1	$714K	Sell	33,018 -3,300	-9%	-$74.9K	0.02%	623
2014 Q4	$871K	Sell	36,318 -1,600	-4%	-$36.1K	0.02%	567
2014 Q3	$833K	Buy	+37,918	New	+$853K	0.03%	551